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 |
|---|---|---|---|---|
Artisan Partners Small Cap Fund Jay Warner | “IBP is the second-largest insulation installer in the US and manages the full installation process—from material procurement to scheduling, logistics and installation. Recent results were weaker than expected, as softer residential demand, weather-related disruptions and cost inflation lowered margins despite continued strength in commercial construction. While management highlighted improving residential trends and a growing commercial backlog, the quarter raised questions about the pace of the company's profit cycle. The residential business took a step backward after several quarters of better-than-expected execution, while tougher comparisons in commercial suggest the overall profit cycle may take longer to inflect upward. We reduced the position back to the Garden, as we believe it may take several quarters for the profit cycle to regain momentum.” | 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.
