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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Owlet was our second largest contributor last quarter, as the stock price rose to reflect its long-term opportunity in the pediatric health monitoring market, where it is the industry leader with a broadening platform of products, most notably a subscription product that has the opportunity to bring meaningful high-margin recurring revenues to the company. Wall Street expectations...” | Q1 2026 Apr 29, 2026 | Preview | |
“Added as a new position in consumer during Q2” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OWLT.(1 additional institutional mentions locked).
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.
