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 |
|---|---|---|---|---|
Airlie Small Companies Fund Will Granger | “The manager significantly reduced exposure to Gentrack due to development issues surrounding its G2 core product upgrade, which subsequently delayed customer wins and led to weak financial results. Although admitting they should have exited the position entirely, the manager maintains a small position as the stock's steep decline has created a more asymmetric risk-reward profile.” | BULL | Q2 2026 Jul 21, 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.
