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 |
|---|---|---|---|---|
L1 Capital Long Short Fund Mark Landau and Raphael Lamm | “James Hardie (+46%) shares recovered over the quarter following easing Middle East tensions and on management's release of a constructive FY27 outlook, which included a pathway to return the core North American fibre cement business to volume growth, despite a subdued U.S. housing market. We expect this volume recovery to be supported by normalisation of channel inventory following the 2025 destocking period, improving execution in repair & remodel / smaller-builder channels, the Trim-Over installation method, competitor exits and continued material conversion from vinyl and wood. In our view, the market is still applying a discounted multiple to James Hardie to reflect recent execution, governance and housing-cycle concerns. As these issues are progressively addressed, we believe there is scope for both earnings growth and recovery in the valuation multiple over time.” | NEUTRAL | Q2 2026 Jul 28, 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.
