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 |
|---|---|---|---|
“LNT's earnings beat consensus estimates. The company signed...” | Q2 2026 Jul 28, 2026 | Preview | |
“The Mairs & Power Growth Fund delivered strong performance in the first half of 2023, returning 18.82% versus 16.89% for the S&P 500, driven primarily by excellent stock selection. The fund benefited...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LNT.
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.
