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 |
|---|---|---|---|---|
Legacy Ridge Capital Kristopher P. Kelley | “Summit Midstream was a costly investment mistake driven by high-yield seeking, excessive leverage, and a failure to account for falling basin production. While operational turnaround efforts succeeded in preserving some value, the fund has fully exited the name due to the absence of direct strategies to maximize shareholder value.” | BEAR | Q2 2026 Jul 23, 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.
