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 |
|---|---|---|---|
“Dividend increases: Income-Equity had 7 dividend increases in the quarter, including Cardinal Health (CAH), Jefferies Financial (JEF), Johnson & Johnson (JNJ), LyondellBasell Industries (LYB), Medtronic (MDT), Paychex (PAYX), and Royal Bank of Canada (RY).” | Q2 2024 Jun 30, 2024 | Preview | |
“Ariel Appreciation Fund's contrarian value strategy paid off in Q2 2023 with a +5.04% return, led by cruise line recoveries and opportunistic buying in distressed real estate. The fund continues...” | Q1 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CAH.(23 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.