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 |
|---|---|---|---|---|
Buffett Security I Like Best ANNOTATED.01 Portfolio Manager | “GEICO possesses a robust structural cost advantage by bypassing traditional insurance agents and branch offices, passing a thirty percent premium discount directly to customers. This cost advantage translates to superior underwriting profit margins that remain highly resilient even during industry downturns. Trading at just eight times depressed 1950 earnings, the stock offers tremendous growth potential without paying a premium.” | BULL | Q2 2026 Aug 21, 2026 | View Pitch |
GreensKeeper Value Fund Michael P. McCloskey | “The manager argues that Berkshire Hathaway is fundamentally undervalued despite underperforming the broader market. Key drivers of future value include the resumption of share buybacks, a massive $370 billion cash pile, and Greg Abel's hands-on leadership which is expected to drive efficiency and margin expansion.” | BULL | Q1 2026 Apr 26, 2026 | View Pitch |
Star Magnolia Capital Shinya Deguchi | “Investing in Berkshire Hathaway represents an investment in human judgment and leadership rather than a passive index. This personal alignment naturally encourages shareholders to adopt longer time horizons, resist the temptation to trade, and fully benefit from long-term compounding.” | BULL | Q4 2025 Jan 30, 2026 | View Pitch |
Bretton Fund Stephen Dodson and Raphael de Balmann | “Berkshire Hathaway turned in a 25% share return driven by surging power demand expectations for its energy utility segment and higher interest yields on its insurance float. Reinsurance underwriting profits complemented solid core operations across auto insurance and railroad assets.” | BULL | Q4 2024 Dec 31, 2024 | View Pitch |
Longriver Investment Partners Graham F. Rhodes | “The manager treats Berkshire Hathaway as the ultimate yardstick for capital allocation, utilizing it as the fund's baseline opportunity cost. Berkshire's strong insurance float, trustworthy management, and diversified, resilient assets make it the benchmark that every other prospective stock holding must outperform to earn a spot in the portfolio.” | BULL | Q2 2023 Jul 5, 2023 | 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.
