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 |
|---|---|---|---|---|
BDL Capital Management Portfolio Manager | “Puig is a family-owned fragrance and cosmetics company that maintains high profitability with high gross margins and significant barriers to entry. The fund increased its stake to 2% by taking advantage of a sharp decline in valuation multiples since its IPO, pointing to low global fragrance penetration as a long-term growth driver.” | BULL | Q4 2025 Dec 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.
