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 |
|---|---|---|---|---|
Oakmark Global Select Fund David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz | “The manager highlights positive clinical trial results for its stroke drug Asundexian, which could become a major growth driver for the pharmaceuticals division. Additionally, regulatory support for a Supreme Court review of a major litigation case lowers legal risks. These factors align with the turnaround thesis.” | BULL | Q4 2025 Dec 31, 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.
