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 |
|---|---|---|---|
“GTT, the French specialist in liquefied natural gas transport technology, rose on strong results, which led to a rebound in the shares after previous weakness caused by the restructuring of the company's green hydrogen unit and the CEO's resignation.” | Q1 2025 Mar 31, 2025 | Preview | |
“Rebounded from an initial tariff-related dip with an accretive acquisition enhancing its service offering.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GTT.PA.
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.
