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 |
|---|---|---|---|---|
Middle Coast Investing LLC Daniel Shvartsman | “Standard Aero is a newly established position in the aircraft maintenance and repair sector, positioned to benefit from the ongoing global backlog in aircraft deliveries. Certified to service advanced LEAP engines, the company trades at an attractive valuation under 15x EV/EBITDA, making it a compelling, cheaper alternative to peers.” | BULL | Q1 2026 Apr 10, 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.
