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 |
|---|---|---|---|
“Stand-out meetings from the trip were with GXO Logistics and MDA Space. At the former,...” | Q1 2026 Mar 31, 2026 | Preview | |
“Orbis Global Equity focuses on investing alongside exceptional CEOs with significant ownership stakes, believing that top 1% management talent can drive extraordinary shareholder value creation. The strategy's core...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GXO.(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.
