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 |
|---|---|---|---|---|
Madison Small Cap Fund Faraz Farzam, Aaron Garcia | “Simply Good Foods is a consumer staples company that owns the Atkins and Quest protein and snack food brands. Over the past few years, the company has faced multiple headwinds, including cost inflation, the rationalization of the Atkins brand, and the integration of the recently acquired OWYN brand. While the rationalization of Atkins led to severe top-line headwinds, we remained patient as the more important Quest brand maintained its growth. The recent slowdown in the core Quest protein bar business led to a loss of confidence in management and a leadership change. We decided to move on to better opportunities.” | NEUTRAL | Q2 2026 Jul 17, 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.
