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 |
|---|---|---|---|---|
Gator Capital Management Derek Pilecki | “Navient trades at roughly 40% of tangible book value as investors continue to view it as a runoff portfolio of legacy student loans, in other words, a melting ice cube. We believe that” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
Gator Capital Management Derek Pilecki | “Navient trades at roughly 40% of tangible book value as investors continue to view it as a runoff portfolio of legacy student loans, in other words, a melting ice cu...” | BULL | Q2 2026 Aug 6, 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.
