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 |
|---|---|---|---|---|
RGA Investment Advisors LLC Jason Gilbert | “RGA initiated a new position in Dave & Buster's after the stock pulled back to $50, seeing an attractive valuation despite macro weakness in low-income consumer spending. The core thesis rests on operational execution under new leadership from Hill Path Capital across six growth levers, alongside significant share repurchases targeting $1 billion in EBITDA by 2026.” | BULL | Q2 2024 Jun 30, 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.
