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 |
|---|---|---|---|---|
Langdon Canadian Smaller Companies Greg Dean | “Aritzia experienced a volatile quarter as strong initial gains driven by robust US expansion were offset by global supply chain anxieties regarding Southeast Asian suppliers. The fund opportunistically trimmed the position during the stock's run-up but retains absolute long-term confidence in management's ability to navigate sourcing headwinds.” | BULL | Q1 2025 Apr 30, 2025 | 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.
