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 |
|---|---|---|---|---|
Bronte Capital Amalthea Fund John Hempton | “Bronte owns approximately 5 percent of Hibbett, a regional retailer of streetwear and sneakers that strengthened its market position by acquiring City Gear. The thesis rests on Hibbett's strategic importance to primary brands like Nike, which rely on City Gear to reach core urban demographics while cutting ties with competing retail channels.” | BULL | Q4 2023 Dec 31, 2023 | 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.
