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 |
|---|---|---|---|---|
Protean Select Pontus Dackmo | “Although intrigued by the company's strong cash flow and international expansion opportunities, the manager chose to exit the position. Following a buyout offer by a major owner consortium at a 38% premium, the fund sold its shares to capture the near-term gain rather than wait for the transaction to fully close.” | BULL | Q2 2026 Jul 2, 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.
