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 |
|---|---|---|---|---|
Gresham House Portfolio Manager | “Craneware is a specialized healthcare SaaS provider whose proprietary, structured datasets and deeply integrated workflows become more valuable in an AI-driven environment. The market's AI discount is misplaced given Craneware's essential role in US healthcare operational decision-making.” | BULL | Q1 2026 Mar 31, 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.
