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 |
|---|---|---|---|---|
Tarkio Fund Michele, Ginger, Jeremy & Russ | “Recent examples of companies selected under this evolving framework include General Electric, Modine, and Lumen Technologies. While Lumen has already been a meaningful contributor, we believe it remains in the early stages of its recovery, with the steepest part of its improvement curve still ahead. Lumen's CEO, Kate Johnson, exemplifies the type of leadership required in these environments. As we've gone deeper into Lean, we've found it essential to return periodically to foundational principles. Kate captures this succinctly: 'We want to build a culture of Learn-it-Alls, not Know-it-Alls.' In our observation, two defining characteristics of successful transformation leaders are courage and a growth mindset, and there are few more courageous leaders than Kate.” | BULL | Q2 2026 Jul 31, 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.
