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 |
|---|---|---|---|---|
Protean Small Cap Pontus Dackmo | “We have agreed to sell our CINT shares to the bidders at a price of SEK 6.0, an increase from the initial public bid level of SEK 5.60. The share has become our largest contributor so far this year. We bought most of the shares we now are selling on the day of the Q4 25 report in February at SEK 3.12, when the share was +37% on the day following the relief that the report provided. We now sell those at an almost 100 per cent higher level. We have spent a lot of time assessing the possibilities of the Media Measurement business within CINT, and we believe that the bidders have done the same thing.” | BULL | Q2 2026 Jul 2, 2026 | View Pitch |
Protean Select Pontus Dackmo | “The manager has agreed to sell its entire holding in Cint Group to acquisition bidders at an elevated price of SEK 6.0. Having purchased the shares at a lower valuation following a relief-driven quarterly report, the transaction represents a massive return. The exit aligns with the bidders' valuation of Cint's Media Measurement segment.” | BULL | Q2 2026 Jul 2, 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.
