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 |
|---|---|---|---|---|
McIntyre Partnerships Chris McIntyre | “As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold to deleverage the co” | NEUTRAL | Q2 2026 Aug 6, 2026 | View Pitch |
McIntyre Partnerships Chris McIntyre | “As I argued in the Q1 letter outlining our thesis, QDEL is essentially three different businesses operating under one corporate entity, and a division could be sold ...” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
McIntyre Partnerships Chris McIntyre | “QDEL is now the fund's largest position, and we have accumulated a full position. To cut to the chase, I believe QDEL's current price is a once-in-five-to-ten-year opportunity. For the third time in t” | BULL | Q1 2026 May 11, 2026 | View Pitch |
Meridian Contrarian Fund ArrowMark Partners | “QuidelOrtho Corp. is a global leader in the medical diagnostics industry. We invested in the third quarter of 2022 following pandemic-related earnings pressure. Our thesis was that Quidel's 2022 merger with Ortho Clinical Diagnostics positioned the company as a top-tier diagnostics platform with the potential for improved top-line growth, margins, and free cash flow. While the company's earnings report during the most recent quarter was in line with expectations and guidance was unchanged, the stock struggled due to broader macro concerns. The respiratory business remains soft, and the market has concerns about possible impacts from funding cuts in government health programs. Despite near-term headwinds, we see evidence of business improvements taking place under new leadership, and we maintained our position during the quarter. BSD Analysis: QuidelOrtho is positioned for a multi-year recovery as post-pandemic normalization stabilizes test volumes and merger synergies expand margins. The platform's diversified diagnostic mix reduces cyclicality, while molecular adoption and instrument placements create recurring consumable revenue. Shares trade at a discount to diagnostics peers despite improving free cash flow visibility. Catalysts include synergy realization, new test launches, and easing macro pressures.” | BULL | Q2 2025 Jun 30, 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.
