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 |
|---|---|---|---|
“Contributing to performance was Helmerich & Payne, a drilling services company that provides high-performance drilling rigs and technology to oil and gas producers in the U.S. and international markets. Shares gained more...” | Q3 2026 Oct 21, 2026 | Preview | |
“Global small-cap strategy focusing on essential human needs companies relatively immune to AI disruption. Portfolio emphasizes food...” | Q3 2024 Sep 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HP.(5 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.