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 |
|---|---|---|---|
“Carlisle Companies has built a wonderful business predicated on the certainty of decay. No matter what...” | Q1 2026 Apr 29, 2026 | Preview | |
“Madison Small Cap Fund declined 6.1% in Q3 2023, slightly underperforming the Russell 2000's 5.1% decline, but remains ahead year-to-date at 4.3% versus 2.5% for the index. The fund's underweight...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CSL.(17 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.
