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 |
|---|---|---|---|---|
Patient Capital Management Christina Siegel Malbon | “United Airlines contributed heavily to the fund's Q4 performance, soaring as the market reassessed macroeconomic risks. The holding highlights the manager's strategy of accumulating high-quality travel cyclicals during times of unwarranted pessimism.” | BULL | Q4 2024 Jan 13, 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.
