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 |
|---|---|---|---|---|
The Gabelli ABC Fund Mario J. Gabelli, CFA, Willis Brucker | “Global Business Travel Group Inc. is a software and services company for travel, expense, and meetings & events. Long Lake Management agreed to acquire GBTG for $9.50 per share in cash on May 4. The shareholder meeting is scheduled for August 3. The transaction also remains subject to various regulatory approvals. It is expected to be completed in the second half of 2026.” | NEUTRAL | Q2 2026 Aug 14, 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.
