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 |
|---|---|---|---|---|
Arquitos Capital Management Steven Kiel | “Finch Therapeutics' court-supervised auction and patent litigation yielded a result at the lower end of expectations. Despite these disappointments and delayed court timelines, the investment's downside protection will still allow the fund to secure a low double-digit return over a two-year holding period.” | NEUTRAL | Q2 2026 Jul 22, 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.
