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 |
|---|---|---|---|---|
Atrium Research Ben Pirie & Nicholas Cortellucci | “Curaleaf has entered a long-term international bulk flower supply agreement with Cannara Biotech valued at up to $21 million. This partnership not only validates the quality of Cannara's assets but also accelerates Cannara's production expansion and provides a stepping stone for EU-GMP certification.” | NEUTRAL | Q2 2026 Jul 17, 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.
