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 |
|---|---|---|---|---|
Vulcan Value Partners Focus Plus Vulcan Value Partners LLC | “Dun & Bradstreet was added to the portfolio due to its unique commercial data repository and high 96% customer retention. Embedded workflow integration drives sticky recurring cash flow.” | BULL | Q4 2023 Dec 31, 2023 | View Pitch |
Vulcan Value Partners - Small Cap C.T. Fitzpatrick | “Dun & Bradstreet holds an unassailable proprietary dataset covering 400 million business records. Deep enterprise workflow integration results in a 96% customer retention rate and dependable free cash flow. Vulcan initiated a new position due to its asset-light economic model.” | BULL | Q4 2023 Dec 31, 2023 | View Pitch |
Vulcan Value Partners - All Cap C.T. Fitzpatrick | “Dun & Bradstreet maintains an unmatched proprietary B2B dataset of 400 million global business records that creates deep workflow integration. High switching costs drive a 96% retention rate, supporting an asset-light, cash-generative business model. Vulcan initiated a position based on these structural competitive moats.” | BULL | Q4 2023 Dec 31, 2023 | View Pitch |
Vulcan Value Partners - Focus Vulcan Value Partners, LLC | “Vulcan initiated a new position in Dun & Bradstreet, citing its unique database of 400 million business records and essential workflow integration. High customer retention of 96% reflects steep switching costs, while its asset-light model yields strong free cash flow.” | BULL | Q4 2023 Dec 31, 2023 | View Pitch |
Vulcan Value Partners - Large Cap C.T. Fitzpatrick | “Dun & Bradstreet is a global provider of business decisioning data and analytics, utilizing a unique proprietary database of over 400 million records. Its products are deeply embedded in client workflows, generating a 96 percent customer retention rate and high switching costs. Its asset-light business model enables the generation of robust free cash flow.” | BULL | Q2 2023 Jun 30, 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.
