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 |
|---|---|---|---|---|
O'Keefe Stevens Advisory, Inc Dominick D'Angelo | “Following an on-site visit to the world's largest salt mine, the manager expressed confidence in Compass Minerals' new management team and their focus on operational basics. They expect significant improvements in capital allocation and cost reductions by shutting down unproductive areas of the mine.” | BULL | Q3 2025 Oct 9, 2025 | 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.
