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 |
|---|---|---|---|---|
Artisan Global Discovery Jason White | “Teledyne provides advanced sensing, transmission and analysis technologies across niche markets, including digital imaging, instrumentation, and aerospace and defense electronics. Recent results exceeded expectations, supported by accelerating organic growth, continued strength in defense and improving demand across short-cycle industrial markets. Management also raised full-year guidance while highlighting strong bookings and continued momentum in unmanned systems, space sensing and infrared technologies. We believe growing defense spending, a recovery in industrial end markets and its disciplined approach to capital allocation and acquisitions are strong growth drivers. We added to the position following a pullback.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Artisan Mid Cap Fund Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner | “Teledyne provides advanced sensing, transmission and analysis technologies across niche markets, including digital imaging, instrumentation, and aerospace and defense electronics. Recent results exceeded expectations, supported by accelerating organic growth, continued strength in defense and improving demand across short-cycle industrial markets. Management also raised full-year guidance while highlighting strong bookings and continued momentum in unmanned systems, space sensing and infrared technologies. We believe growing defense spending, a recovery in industrial end markets and its disciplined approach to capital allocation and acquisitions are strong growth drivers. We added to the position during the quarter following a pullback.” | NEUTRAL | Q2 2026 Jul 21, 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.
