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 |
|---|---|---|---|---|
Heartland Value Fund The Heartland Investment Team | “Patterson Companies was significantly undervalued by the market, particularly given its $4 billion animal health division. Trading at half the multiple of its primary peer despite comparable core dental profitability, the stock represented a classic mispricing. This thesis was ultimately validated through a private equity acquisition at a significant premium in mid-December.” | 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.
