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 |
|---|---|---|---|---|
Templeton & Phillips Capital Management Lauren C. Templeton, Scott Phillips | “we purchased shares in Canadian National Railway (CNI), which we believe are too depressed in relation to its strategic positioning following the Iranian attack on Qatar's Ras Laffan LNG facility. CNI” | BULL | Q1 2026 Apr 21, 2026 | View Pitch |
Appalaches Capital, LLC Jake Keys | “We sold our shares in Canadian National following their poor outlook for the coming year. By all measures, we seem to be exiting a prolonged freight recession with rejection rates in the trucking mark” | BULL | Q1 2026 Apr 20, 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.