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 |
|---|---|---|---|---|
Diamond Hill International Krishna Mohanraj | “Epiroc commands a leading position in the surface and underground drilling equipment space, supported by a highly profitable aftermarket services segment that mitigates cyclical risks. Operating within a stable duopolistic environment, the company is highly diversified across customers, geographies, and metals, presenting a long runway of opportunities.” | 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.
