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 |
|---|---|---|---|---|
Riverwater Sustainable Value Strategy Adam J. Peck, CFA | “Mr. Cooper was the portfolio's top performer after announcing a merger with Rocket Mortgage at a substantial premium. Because the combined entity will move out of the manager's small and mid-cap mandate, they plan to fully exit and redeploy the capital upon the transaction's close.” | BULL | Q1 2025 Mar 31, 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.
