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 |
|---|---|---|---|---|
The Gabelli ABC Fund Mario J. Gabelli, CFA, Willis Brucker | “Organon & Co. is a global healthcare company with a portfolio of over 70 products across women's health and general medicines. Sun Pharmaceuticals agreed to acquire OGN for $14.00 per share in cash on April 26. The shareholder meeting is scheduled for July 23. The transaction also remains subject to various antitrust approvals. It is expected to be completed in early 2027.” | NEUTRAL | Q2 2026 Aug 14, 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.
