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 |
|---|---|---|---|---|
Zeno Zeno Equity Partners LLP | “Led by Scott Thompson, Somnigroup transformed its business model from a pure wholesaler to the leading manufacturer-retailer of mattresses in the US. By taking the hard decision to pull products from its largest distributor to secure better long-term economics, the company has achieved a 40% wholesale market share and compounded EPS at an 18% CAGR.” | BULL | Q3 2025 Oct 21, 2025 | 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.
