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 |
|---|---|---|---|---|
Oldfield Partners Overstone World All Cap Equity Fund Richard Oldfield | “Barratt has suffered from a general failure in the UK housing market. The present government had the ambition of seeing 1.5 million houses built over five years, but the actual building rate has been less than half this. The increase in mortgage rates has been the main problem, making housing less affordable. Planning permission obstacles, which the government intended to alleviate, remained. The company's largest investor has been advocating Barratt cease to buy land and instead use cash flow to buy back shares in a substantial way. The shares sell at less than half book value and the long-term characteristics of the market for housebuilders remain attractive.” | NEUTRAL | Q2 2026 Jul 8, 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.
