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 |
|---|---|---|---|---|
O'Keefe Stevens Advisory, Inc Dominick D'Angelo | “The manager initiated a position in Topgolf Callaway Brands following a massive stock decline from $30 to $9-10. They believe that a potential corporate split or sale of Topgolf will unlock tremendous value, leaving the highly resilient legacy golf equipment business trading at an attractive valuation.” | BULL | Q3 2025 Oct 9, 2025 | 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.
