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 |
|---|---|---|---|---|
Bengal Capital Josh Rosen | “Grown Rogue's fundamental operating capabilities continue to be on display in its legacy markets of Oregon and Michigan: despite nearly- or record-low flower pricing in both markets, they managed modest year-over-year revenue growth and continued profitability. This was done through record A flower yields in both markets and continued (we believe) industry-leading cost per pound. More significant for the future, though, were Grown Rogue's New Jersey results: revenue nearly doubled year-over-year, with solid profitability and the full sell through of packaged, branded product. This was before any of their Phase II expansion came online, which began last month and is expected to continue incrementally through the balance of 2026. We'd also note that Grown Rogue is still optimizing New Jersey cultivation to match Oregon/Michigan, with ongoing room for improvement in yield and production cost per pound (this ties back to our cultivation math theme). Grown Rogue's Illinois news is more exciting: their partner has commenced operations at their new turnkey cultivation facility with first harvests coming imminently. Combined with their upcoming launch in Minnesota (sales anticipated in early 2027), we remain encouraged by the pipeline of growth opportunities that Grown Rogue is facing for 2027 and beyond.” | NEUTRAL | Q2 2026 Jul 25, 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.
