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 |
|---|---|---|---|---|
1 Main Capital Yaron Naymark | “Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates timeshare resorts prima” | NEUTRAL | Q2 2026 Jul 31, 2026 | View Pitch |
1 Main Capital Yaron Naymark | “Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates tim...” | BULL | Q2 2026 Jul 31, 2026 | View Pitch |
Buckley Capital Zack Buckley | “We re-initiated a position in Hilton Grand Vacations (HGV), the market leader in the timeshare industry and a stock we have followed for a number of years. At this point, the business is trading at ju” | BULL | Q1 2026 May 13, 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.
