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 |
|---|---|---|---|---|
LVS Advisory Defensive Portfolio Manager | “LVS invested in DCP Midstream following Phillips 66's non-binding offer to acquire the remaining minority shares, recognizing it as a strategic asset with limited downside. The transaction successfully closed at a renegotiated higher price of $41.75 per share, yielding a substantial return for the portfolio.” | BULL | Q2 2023 Jul 18, 2023 | 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.
