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 |
|---|---|---|---|
“I trimmed Burlington Stores (BURL) during the quarter as the valuation reached levels above 30x where future returns looked less attractive to us. still like the...” | Q2 2026 Aug 31, 2026 | Preview | |
“Argosy holds 38.6% cash while selectively adding value positions in Leslie's pool services, Trisura insurance, Post Holdings food, and Burlington off-price retail. The manager expects...” | Q3 2023 Nov 18, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BURL.(4 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.