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 |
|---|---|---|---|---|
Mott Capital Management Michael Kramer | “During the quarter, I bought shares of Intuit, ServiceNow, and Cboe Global Markets for the strategy. These are companies I have watched for years while waiting for an opportunity to buy them because they have strong businesses and play integral roles in their industries. Cboe Global Markets is a leading options exchange operator in the United States. Options trading has expanded rapidly in recent years in US financial markets, and Cboe is the leader in the market. I believe options trading will continue to grow and play an increasingly important role in financial markets.” | NEUTRAL | Q2 2026 Aug 18, 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.
