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 |
|---|---|---|---|---|
Langdon Global Smaller Companies Greg Dean | “Although SmartCraft delivered solid growth and is expected to expand further in 2026, the manager's conviction in the stock has decreased. Recognizing that software is highly exposed to current AI workflow automation uncertainties, the manager has allowed the position to decline to a minimum weight.” | BEAR | 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.
