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 |
|---|---|---|---|
“During the quarter, our equity teams added to multiple existing holdings where valuations had compressed, such as Stantec in the QV Canadian Small Cap Strategy.” | Q2 2026 Jul 13, 2026 | Preview | |
“During the quarter, our equity teams added to multiple existing holdings where valuations had compressed, such as Intact Financial in the QV Canadian Equity Strategy, Stella-Jones and Stantec in the QV Canadian Small Cap Strategy and Netflix in the QV Global Equity Strategy.” | Q2 2026 Jul 13, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STN.TO.(2 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.