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 |
|---|---|---|---|
“• Customers Bancorp (CUBI), a Pennsylvania-based regional bank, benefited from strong fundamental performance and improved sentiment following the company's latest earnings release after the company reported net interest margin expansion alongside, solid credit, capital, and broader business trends. We maintain our...” | Q4 2023 Dec 31, 2023 | Preview | |
“The largest detractors were long positions in Carlyle Group, Banc of California, PayPal, Customers Bancorp, and Webster Financial.” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CUBI.(1 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.
