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 |
|---|---|---|---|---|
Meridian Small Cap Growth Fund Chad Meade | “RB Global has shown excellent operating performance, supported by mid-50% incremental EBITDA margins and rapid integration of the IAA acquisition. The manager emphasizes the company's scale advantages and its potential to capture international market share. The fund reduced the position size solely to harvest gains after significant price appreciation.” | BULL | Q1 2025 Mar 31, 2025 | View Pitch |
Manole Capital Management Warren Fisher | “RB Global is a long-term holding that operates as a hybrid live and online auctioneer of industrial and agricultural equipment. By leveraging technology to transition from physical auctions to an efficient digital marketplace, the company reaches a global buyer base and improves transactional throughput. Its addition to the S&P 400 index highlights its successful growth trajectory and solid fundamental execution.” | 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.
