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 |
|---|---|---|---|---|
Longleaf Partners Global Fund Ross Glotzbach | “Canal+ ($CAN.PA), representing 5.9% of the fund's portfolio, is a major international television broadcasting, streaming, and premium pay-TV operator with dominant footprints across Europe and Africa. The manager remains highly bullish and added to the position alongside corporate insiders, exploiting share price weakness triggered by French political noise. The investment case combines subscription-based recurring revenue, high operating leverage, and international market expansion. Operating execution is robust, with half-year results tracking toward €250 million in full-year synergies and African subscriber growth up 40% year-over-year following the MultiChoice acquisition. Trading near €2 per share, the company's valuation represents an extreme discount to management's roadmap targeting more than €0.50 per share of free cash flow by 2028, implying an extraordinary future free cash flow yield. Key catalysts include execution on MultiChoice integration synergies, realization of 2028 free cash flow objectives, and the abatement of French political regulatory concerns. Primary risks include African currency volatility, broadcast sports rights inflation, and French media regulatory restructuring.” | BULL | Q3 2026 Oct 13, 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.
