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 |
|---|---|---|---|---|
Bretton Fund Stephen Dodson and Raphael de Balmann | “NVR continues to excel through its land-light option strategy, generating impressive earnings growth despite industry-wide housing declines and higher mortgage rates. Significant share repurchases enabled earnings per share to climb from $221 in 2019 to $507 in 2024.” | BULL | Q4 2024 Dec 31, 2024 | 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.
