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 |
|---|---|---|---|---|
Aegis Value Fund Scott Barbee | “Our largest purchase in the first half of 2026 was Radian Group (RDN). We bought into Radian at a modest price of roughly book value and approximately 7-8 times earnings – low val” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Aegis Value Fund Scott Barbee | “Our largest purchase in the first half of 2026 was Radian Group (RDN). We bought into Radian at a modest price of roughly book value and approximately 7-8 times earn...” | NEUTRAL | Q2 2026 Aug 18, 2026 | 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.
