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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The continued disruption to energy flows in the Middle East provided a tailwind for two sub-baskets within our 12% energy exposure: oil tankers and oil refiners. The oil tanker...” | Q3 2026 Oct 16, 2026 | Preview | |
“DHT advanced from $12.21 to $18.27 per share during the quarter. The company owns...” | Q1 2026 Apr 13, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DHT.(2 additional institutional mentions locked).
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.