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 |
|---|---|---|---|
“Ecolab (ECL), Sherwin-Williams (SHW) and HB Fuller (FUL) are large buyers of various petrochemical feedstocks so could experience near-term gross margin pressure until markets stabilize.” | Q2 2026 Jun 30, 2026 | Preview | |
“The Mairs & Power Balanced Fund delivered a modest 0.04% return in Q1 2025, outperforming both its benchmark composite (-1.48%) and peer group (-0.34%) despite challenging market conditions. Trade policy uncertainty,...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FUL.(4 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.
