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 |
|---|---|---|---|
“Argentina's Vista Energy benefited from the rise in oil prices on the one hand and Argentina's liberalisation on the other. We had added...” | Q1 2026 Apr 18, 2026 | Preview | |
“Our best returning positions in the first quarter largely consisted of energy investments, including long positions in Tidewater (TDW), Vista Energy (VIST), and Borr Drilling (BORR).” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VIST.(2 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.
