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 |
|---|---|---|---|---|
Stenham Asset Management Kevin Arenson, Akshay Krishnan & Tim Beck | “Airbus experienced a material stock decline following a reduction in 2024 guidance and postponed A320 delivery targets due to supply chain constraints. Stenham views this weakness as a temporary timing issue rather than a structural flaw, noting that long-term cumulative free cash flow outlook is down only ~5% while demand and order backlogs sit at record highs sold out into the next decade. The fund took advantage of the 20%+ share price drawdown to add to its long-term position at attractive valuation levels.” | BULL | Q2 2024 Jun 30, 2024 | 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.
