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 |
|---|---|---|---|
“Building products JELD-WEN Cyclical industry downturn Dominant market position through the cycle, well positioned to benefit when the cycle turns” | Q2 2026 Jun 30, 2026 | Preview | |
“Miller Value Partners' Deep Value Select strategy experienced a -12.8% drawdown in Q1 2025 amid rising economic uncertainty from potential global tariffs and policy changes. Manager Dan Lysik...” | Q1 2025 Apr 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JELD.(2 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.
