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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Top ten holdings as of 9/30/26 as a % of the Fund's net assets: Workiva Inc. 6.7%, Avnet Inc. 5.1%, SLM Corp. 4.4%, Stagwell Inc. 4.3%, Fluor Corp. 3.4%, Aptiv Holdings Ltd. 3.3%, Murphy Oil Corp. 3.3%, Olin Corp. 2.8%, California Resources Corp. 2.8%, and OGE Energy Corp. 2.8%.” | Q3 2026 Oct 22, 2026 | Preview | |
“Versigent PLC (“Versigent”) is a recently formed company, new to public markets, following its March 2026 spin-off from Aptiv PLC, a global parts, services and technology supplier to automotive manufacturers. As an independent...” | Q3 2026 Oct 20, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $APTV.(9 additional institutional mentions locked).
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.