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 |
|---|---|---|---|---|
Airlie Small Companies Fund Will Granger | “Despite recent setbacks including the loss of a key contract and earnings downgrades from facility cost overruns, the manager remains bullish on EBOS. They believe the company's long-term competitive position as a leading pharmaceutical distributor remains intact, and the current valuation offers a deep 34% discount to historical multiples.” | NEUTRAL | Q2 2026 Jul 21, 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.
