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 |
|---|---|---|---|
“Enterprise Products: Earnings were in line, but capex was once again increased.” | Q2 2026 Jul 28, 2026 | Preview | |
“Or, how OpenAI could possibly separate the natural gas stream into its various molecules through processing and fractionation, then transport those hydrocarbons from the Midland Basin to the Gulf Coast where they'd be loaded on a ship and exported to Asia, negatively impacting an infrastructure company like Enterprise Products.” | Q2 2026 Jul 23, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EPD.(32 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.
