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 |
|---|---|---|---|---|
Longleaf Partners Global Fund Ross Glotzbach | “We purchased more Angi shares post-spin at a depressed price and then sold our position as evidence of their multi-year turnaround heading down the right path caused the stock to reach our appraisal. BSD Analysis: Angi is the classic platform that built demand before solving unit economics, and the market has punished it accordingly. The brand still owns mindshare in home services, which is not trivial in a fragmented category. Cost discipline is finally improving contribution margins, even if growth slows. Matching homeowners and contractors profitably is harder than the pitch decks suggested, but the demand isn't going away. Investors price Angi like a terminally broken asset. Any proof of sustainable unit economics changes the conversation fast. This is a damaged platform with real optionality.” | BULL | Q4 2025 Jan 1, 2026 | View Pitch |
Longleaf Partners Fund Southeastern Asset Management, Inc. | “Angi – We purchased more Angi shares post-spin at a depressed price and then sold our position as evidence of their multi-year turnaround heading down the right path caused the stock to reach our appraisal. BSD Analysis: Angi is still searching for the right balance between growth and profitability in local services marketplaces. Brand recognition is strong, but customer acquisition costs have historically overwhelmed economics. Recent cost discipline shows management understands the problem now. Home services demand is real, but matching supply and demand profitably is harder than it looks. Investors have written Angi off as broken. If unit economics stabilize, upside appears quickly from depressed levels. This is a wounded platform with latent value.” | BULL | Q4 2025 Jan 1, 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.
