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 |
|---|---|---|---|
“Earlier this month I released a joint open letter to the Board of Directors of United Bancorporation of Alabama (“UBAB”). In it, I...” | Q2 2026 Jul 23, 2026 | Preview | |
“Aaron Sallen's Merion Road Small Cap Fund returned 0.6% in Q2 2024, outperforming the Russell 2000's -3.3% decline. The portfolio benefited...” | Q2 2024 Jul 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $UBAB.(4 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.
