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 |
|---|---|---|---|
“We purchased oilfield pressure control equipment firm Cactus given our expectations for a supportive oil services cycle driven by strong industry cash flows and increased activity.” | Q1 2026 Mar 31, 2026 | Preview | |
“The primary detractors were Fox Factory, Lattice Semiconductor, ChampionX, Silk Road Medical and Cactus.” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WHD.(3 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.
