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 |
|---|---|---|---|
“Stella-Jones is a leading N. American manufacturer of specialty wood products for infrastructure. Products are primarily...” | Q1 2026 Apr 21, 2026 | Preview | |
“During the quarter, our equity teams added to multiple existing holdings where valuations had compressed, such as Stella-Jones in the QV Canadian Small Cap Strategy.” | Q2 2026 Jul 13, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SJ.TO.(4 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.