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 |
|---|---|---|---|---|
Third Avenue Small Cap Value Fund Matthew Fine, CFA and Jason Wolf, CFA | “OceanFirst Financial is a conservative, highly secure regional bank with strong credit performance and an investment-grade rating. Despite unwarranted market fears regarding its commercial real estate exposure, the fund initiated a position at a steep discount to tangible book value, backed by a stable deposit base and substantial upside from potential industry consolidation.” | BULL | Q4 2024 Jan 17, 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.
