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 |
|---|---|---|---|---|
Olesen Value Fund Christian Olesen | “Acquired shares of the Italian HVAC manufacturer in 2014, identifying that write-downs in a non-core radiator unit were masking the profitability of its core HVAC business. The investment thesis was validated when the non-core operations were curtailed, culminating in an acquisition by Mitsubishi Electric.” | BULL | Q4 2025 Jan 1, 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.
