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 |
|---|---|---|---|---|
Artisan Mid Cap Fund Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner | “Clean Harbors ($CLH) is North America's leading provider of environmental, energy, and industrial waste management services, operating specialized hazardous waste treatment, commercial incineration, and secure landfill disposal assets. The investment team opened a new Garden position, viewing the business as positioned at the onset of a powerful multi-year earnings profit cycle. Clean Harbors' economic moat is virtually insurmountable due to rigorous environmental permitting restrictions and severe community opposition to new hazardous waste facilities, ensuring its existing network of commercial incinerators and landfills cannot be replicated. Consequently, the company possesses immense pricing power. As industrial volumes recover and higher volumes flow through its fixed asset network, the business benefits from high incremental EBITDA margins and robust free cash flow generation. Tangible growth catalysts encompass federal and state regulatory mandates governing the remediation and high-temperature destruction of toxic PFAS chemicals, ongoing domestic manufacturing reshoring, and specialized data center liquid cooling maintenance. Primary risks involve macroeconomic industrial slowdowns reducing baseline waste volumes and potential operational outages across key incineration facilities.” | BULL | Q3 2026 Oct 14, 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.