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 |
|---|---|---|---|---|
Meridian Contrarian Fund ArrowMark Partners | “CACI International, Inc. is an IT consultant and provider of mission-critical technology to the U.S. Government and its agencies, which account for nearly 95% of its sales. CACI plays a vital role in modernizing IT infrastructure, systems and other essential defense needs, including capabilities in cyber, space, and counter drone operations, for the U.S. We have held CACI for over 10 years as the company has consistently grown into a larger supplier to the U.S. as its capabilities are a growing priority. Concerns on the U.S. Government's ability to fund defense spending drove a reduction in the share price. We reduced our position in the quarter and still view CACI's capabilities as differentiated and a priority spending area for the U.S. and our allies.” | NEUTRAL | Q2 2026 Sep 2, 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.