Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
McElvaine Value Fund Tim McElvaine | “Holding company which Rhys Summerton took mgmt. control of in 2025. Owns Cortland (high-performance synthetic ropes for industrial/marine/defence use) and a minority stake in Clear Media, a Chinese outdoor advertising. Carries over C$1 billion of tax losses. Sold Bozzetto, its Italian specialty chemicals business, in May for net proceeds of about C$268 million which was partially used to most of its 9.75% notes, leaving AIMIA with net cash of some $170mn as of early July. Buying back shares steadily. Share price has not moved.” | NEUTRAL | Q2 2026 Aug 31, 2026 | View Pitch |
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
