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 |
|---|---|---|---|---|
Laughing Water Capital Matthew Sweeney | “SECURE Waste Infrastructure was owned for just over a year. SECURE had transitioned from oil services to waste services tied to the Canadian oil industry. This transition combined with some wonky accounting explained why the opportunity existed, and shortly after the accounting was cleaned up the company was snatched up by GFL Environmental, a larger waste player, in a cash and stock deal. Quite frankly I am disappointed by the price and would have preferred to own SECURE for the long term. From my perspective, it seems as if the deal was forced by a private equity fund that owned a large stake in SECURE, and put their liquidity needs in front of the long-term opportunity.” | NEUTRAL | Q2 2026 Jul 17, 2026 | View Pitch |
Greystone Capital Adam Wilk | “A high-conviction waste management and energy infrastructure business with defensive, non-discretionary volume flows and strong pricing power in Western Canada. The market mischaracterized the business as highly cyclical, whereas it operates as a stable, recurring waste model. Although the company is set to be acquired by GFL, the deal provides strong validation of the investment thesis.” | BULL | Q1 2026 Apr 15, 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.
