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 |
|---|---|---|---|---|
GreenWood Investors Steven Wood | “Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European interest rates going negat” | BULL | Q2 2026 Aug 14, 2026 | View Pitch |
GreenWood Investors Steven Wood | “Our interest in CTT started by being highly attracted to the value unlock and simplification that a bank sale or spin-off would bring. Unfortunately, European intere...” | BULL | Q2 2026 Aug 14, 2026 | View Pitch |
Symmetry Invest Andreas Aaen | “CTT's core logistics and banking businesses delivered 38% EBIT growth in 2024, led by an 83% earnings surge in Express & Parcels. M&A catalysts including Cacesa and a DHL partnership, combined with margin expansion, provide substantial upside for a stock trading under 10x P/E.” | BULL | Q4 2024 Dec 31, 2024 | 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.
