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 |
|---|---|---|---|---|
Madison Small Cap Fund Faraz Farzam, Aaron Garcia | “Madison Air Solutions is a diversified industrial company focused on HVAC, with roughly two-thirds of its revenue from commercial markets and one-third from residential. The company has established leading positions across multiple well-known brands and is recognized for strong operating margins and cash flow generation. Following a strong public market debut, the valuation reflects significant optimism around the company's data center cooling business. However, we believe its broader HVAC operations, service business, and residential opportunities also offer upside. The company also benefits from an experienced leadership team and a differentiated market approach. Our intrinsic value estimate is $50.” | NEUTRAL | Q2 2026 Jul 17, 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.
