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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“One of the biggest detractors to our strategy's performance in the quarter was Stifel Financial Corp. (SF), which provides brokerage, investment banking, investment advisory, and related financial services. Shares of the...” | Q1 2026 Mar 31, 2026 | Preview | |
“Houlihan Lokey, Inc., Stifel Financial Corp., Utz Brands, and First Watch Restaurant Group, Inc. were the biggest detractors and for now we have maintained our conviction in the attractive long-term opportunity for each.” | Q1 2026 May 13, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SF.(2 additional institutional mentions locked).
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.
