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 |
|---|---|---|---|---|
Pabrai Wagons Fund Mohnish Pabrai | “PulteGroup represents a core position in the fund's homebuilder sleeve. The business operates with an asset-light framework that generates superior returns on capital, leveraging its immense scale to consolidate market share amid a massive domestic housing shortage.” | BULL | Q1 2025 Mar 31, 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.
