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 |
|---|---|---|---|---|
REQ Global Compounders Oddbjørn Dybvad | “Applied Industrial Technologies is a US-listed value-added distributor and technical solutions provider in industrial motion, fluid power, flow control, automation, and related maintenance supplies. The company generates sales of c. USD 5bn and EBITDA of c. USD 600m, with a market capitalization of c. USD 12bn. Roughly 85% of what Applied sells today consists of specialized, technical products rather than simple commodity supplies, and the company is steadily moving from shipping boxes to engineering and installing the systems those products go into. The programmatic M&A engine is central to our thesis. Applied avoids auctions, building relationships with targets over the years so that when a business is ready to transact, it is the natural home. Multiples paid are modest — typically mid-to-high single-digit EBITDA pre-synergy — and the synergy case is low-risk because Applied buys in categories it knows deeply.” | NEUTRAL | Q2 2026 Aug 11, 2026 | View Pitch |
Value Line Small Cap Opportunities Fund Stephen E. Grant | “Applied Industrial Technologies saw an increased allocation during the first quarter. The addition reflects the manager's commitment to businesses displaying stable performance and durable business models.” | BULL | Q1 2026 Mar 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.
