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 trimmed Select Water Solutions Inc (WTTR) after strong performance. Select Water Solutions:...” | Q2 2026 Jul 28, 2026 | Preview | |
“Miller/Howard's North American Energy portfolio outperformed during Q1 2025 as energy stocks benefited from rotation away from crowded technology trades rather than oil price movements, which remained flat. The portfolio maintains...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WTTR.(5 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.
