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 |
|---|---|---|---|---|
Liontrust GF Special Situations Fund Anthony Cross | “Auction Technology Group (+23%) was a top performer as interim results came in modestly ahead of expectations and management upgraded full-year revenue guidance. Revenue increased 41.7% to $126.1 million, supported by the inclusion of Chairish, while adjusted EBITDA rose 10.9% to $42.7 million. Looking forward, management now expects FY26 revenue growth of 5-6%, up from 4-5% previously. Notably, the company had been the recipient of a takeover bid from its largest shareholder in January at 400p a share, a premium of almost 50% to the undisturbed price. The approach was firmly rebuffed by the Board and the shares have since exceeded that level under their own steam, underpinned by the improvement in trading performance detailed above, as well as well-received executive management change.” | BULL | Q2 2026 Aug 11, 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.
