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 |
|---|---|---|---|
“A couple have already played out, after profit warnings prompted rapid sell-offs: for instance Shyft Group – which assembles delivery vans for the likes of Amazon – and Titan Machinery – which is a US agricultural and construction equipment dealer.” | Q1 2023 Apr 12, 2023 | Preview | |
“American Century's Small Cap Value Fund declined 6.25% in Q1 2025, outperforming the Russell 2000 Value Index's 7.74% decline. The portfolio maintains...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TITN.(5 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.
