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 |
|---|---|---|---|
“On an individual stock basis, the biggest contributors to relative returns were L3Harris Technologies, Madison Square Garden Sports, Vertiv, Freeport-McMoRan and Johnson Controls International.” | Q1 2026 Apr 13, 2026 | Preview | |
“Johnson Controls (JCI) was a top contributor in 1Q26 with +9.7% net performance contributing +0.5% to returns, and was also a top contributor in 2025 with +54.0% net performance contributing +2.5% to returns.” | Q1 2026 Apr 16, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JCI.(18 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.
