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 |
|---|---|---|---|---|
GreenWood Investors Steven Wood | “As investors, you will know, we've long been believers in the value of "skin in the game" in helping influence the governance and strategy of our companies. And yet, t” | NEUTRAL | Q2 2026 Aug 14, 2026 | View Pitch |
GreenWood Investors Steven Wood | “As investors, you will know, we've long been believers in the value of "skin in the game" in helping influence the governance and strategy of our c...” | BULL | Q2 2026 Aug 14, 2026 | View Pitch |
GreenWood Investors Steven Wood | “JACK is a top 20 restaurant brand by sales that had seen its stock fall on hard times since it's all-time highs in 2021. We saw a brand with strong mindshare weighed down by debt concerns, capital all” | BULL | Q4 2025 Jan 30, 2026 | View Pitch |
GreenWood Investors Steven Wood | “JACK is a top 20 restaurant brand by sales that had seen its stock fall on hard times since it's all-time highs in 2021. We saw a brand with strong mindshare weighed down by debt concerns, capital allocation missteps, geographic over-indexing to California, and executive turnover. As we engaged with the new CEO, we came to see many of the Street's concerns as fixable. In November 2025, GreenWood signed a cooperation agreement to add two new directors to the board, strengthening capital allocation and operational oversight. While not a linear turnaround, we believe JACK has a significantly higher probability of success today despite a materially lower stock price. BSD Analysis: Jack in the Box is successfully executing a multi-year growth strategy centered on geographical expansion and a modernized digital ordering platform. For 2026, the company is accelerating its restaurant rollout in high-demand markets like Florida and Mexico, supported by a healthy pipeline of over 400 new franchise commitments. The investment case is bolstered by the turnaround of the Del Taco brand, which is now delivering positive same-store sales and improved store-level EBITDA following its integration. Management's focus on "Craveable" innovation and late-night dining is helping the brand capture market share from larger competitors in the burger segment. While labor and commodity costs remain elevated, the company's aggressive move toward kitchen automation is expected to drive meaningful margin expansion through 2026. For investors, the stock offers a high-yield opportunity with significant capital appreciation potential as the brand transitions from a regional player to a truly national powerhouse.” | BULL | Q4 2025 Jan 30, 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.
