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 |
|---|---|---|---|---|
RLH Capital Louis Camhi | “Boost Run, Inc. (Nasdaq: BRUN) consummated its transaction with Willow Lane (prior ticker Nasdaq: WLAC) in early May. Shares are trading at ~$24 as of 7/17/26, after hitting a peak of ~$39 per share. There were zero redemptions and the company was able to keep 100% of the trust account. It was one of the first SPAC transactions in years to experience zero redemptions.” | NEUTRAL | Q2 2026 Jul 29, 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.
