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 |
|---|---|---|---|---|
Evermore Global Value Fund David E. Marcus | “The manager uses Trupanion as a case study for patience, having waited for the stock to fall from over $100 to their $20 buy target. After buying at $18 and selling at $34 due to rising acquisition costs, they currently view it as a decent company lacking attractive asymmetry at $25.” | BULL | Q1 2026 Mar 31, 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.
