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 |
|---|---|---|---|---|
Horos Asset Management Javier Ruiz, CFA | “Compagnie de l'Odet ('Odet') is the holding company through which the Bolloré family controls the group. Odet ended up establishing itself as the central holding company of the group. Bolloré is, in turn, the controlling shareholder of Odet, a cross-holding that acts as a defensive mechanism for the family. That cross-holding also masks the true value of Odet. This, together with the group's recent cash movements (Odet is the main recipient of the extraordinary dividend recently distributed by Bolloré), encouraged us to build a position in this other family vehicle.” | NEUTRAL | Q2 2026 Jul 29, 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.
