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 | “On June 24, 2026, Churchill Capital Corp XI (Nasdaq: CCXI) announced a transaction to merge with Agility Robotics. Shares traded up from $10.20 in early June to as high as $19 and as of 7/17/26 trade ~$14. The warrants traded from $1.30 prior to announcement to as high as $9.20 and as of 7/17/26 trade at ~$7.00. The SPAC is sponsored by Churchill Capital and led by Michael Klein and the transaction is supported by a $200 million equity PIPE at $10 per share. The Fund held a modest position, which it sold shortly after the transaction announcement. Although the position was modest, the investment illustrates the asymmetric optionality available in trust-supported SPAC securities.” | 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.
