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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Our other railroad holding, Canadian Pacific, was much more optimistic and guided towards some attractive growth in volumes and profits, as did other railroads to varying extents. The great team...” | Q1 2026 Apr 20, 2026 | Preview | |
“The top detractors from relative performance include Visa, LVMH, Canadian Pacific Kansas City, Sherwin-Williams, and Nike.” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CP.(18 additional institutional mentions locked).
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.