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 |
|---|---|---|---|---|
Protean Select Pontus Dackmo | “The fund decided to exit its highly successful holding in Cargotec. The decision was triggered by disappointing proceeds from the MacGregor divestment and management comments indicating that an IT integration backlog would prevent the anticipated acceleration of HIAB mergers and acquisitions in 2025.” | BEAR | Q4 2024 Jan 7, 2025 | 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.
