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 |
|---|---|---|---|---|
Vela International Fund Bob Sharpe | “We added Jet2 Plc, a packaged holiday and airline business operating across 13 bases in the UK and flying to over 75 destinations in Europe. Besides the airline, the rest of the operation is asset lit” | BULL | Q1 2026 Apr 21, 2026 | View Pitch |
Plural Investing Chris Waller | “Jet2 is a market-leading UK package holiday business that has successfully expanded its market share from 2% to 22% over the past decade through top-tier customer service and excellent execution. Trading at a cheap valuation of 7x price-to-free-cash-flow, the company maintains a robust net cash position and has a long runway for double-digit growth. The manager highlights that Jet2's superior consumer retention rates and high-quality customer care differentiate its economics completely from standard, low-margin airlines.” | BULL | Q4 2024 Jan 16, 2025 | View Pitch |
Kernow Asset Management Alyx Wood | “Jet2 is an attractive, customer-focused airline trading at a low valuation with substantial cash reserves and strong organic profit growth. However, management is directing all cash flow toward a massive 146-aircraft order delivering through 2035, delaying shareholder returns. Kernow decided to pass on the stock for now, opting to re-evaluate during a future sector downturn.” | BULL | Q2 2024 Jun 30, 2024 | 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.
