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 opportunistically built a top-five holding in this quick-service restaurant chain by capitalising on negative sentiment surrounding its US expansion. The closure of the underperforming US business validates the manager's thesis that the domestic Australian business holds the core value, supported by strong unit economics and a long runway for growth.” | NEUTRAL | 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.
