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 |
|---|---|---|---|---|
Greystone Capital Adam Wilk | “An unglamorous specialty hospital operator characterized by durable, non-discretionary healthcare demand that exhibits little correlation with macro volatility. Value creation is primarily driven by smart management moves, including strategic asset sales and aggressive share repurchases of nearly half of the outstanding shares.” | BULL | Q1 2026 Apr 15, 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.
