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 |
|---|---|---|---|---|
Immersion Investment Partners David Polansky | “Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025. The history surrounding the stock is intriguing to us because it's the aba” | NEUTRAL | Q2 2026 Aug 10, 2026 | View Pitch |
Immersion Investment Partners David Polansky | “Strata Critical Medical is a newer holding for the partnership, having been purchased in September 2025. The history surrounding the stock is intriguing to us becaus...” | BULL | Q2 2026 Aug 10, 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.
