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 |
|---|---|---|---|
“In addition to Vertiv Holdings and Cameco, we sold regional bank KeyCorp and industrial control systems manufacturer Woodward after the stocks reached their price targets.” | Q1 2026 Mar 31, 2026 | Preview | |
“Miller/Howard's Q2 2023 report analyzes dividend investing effectiveness across technology stocks and multiple strategies. The firm found...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $KEY.(5 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.
