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 |
|---|---|---|---|---|
EdgePoint Global Sydney Van Vierzen | “The manager originally expected massive growth from Lincoln Electric's EV-charging network potential, but bureaucratic delays and a new administration killed the program. Despite the growth thesis breaking, the company's strong base business and margin of safety allowed the fund to exit with a solid 17.4% IRR.” | BEAR | Q4 2025 Jan 20, 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.
