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 |
|---|---|---|---|---|
Aegis Value Fund Scott Barbee | “Equinox Gold (EQX-CA), the Fund's top holding entering the year, gave back a portion of its 2025 gains as gold retreated from its January record high above $5,500/oz to close near” | NEUTRAL | Q2 2026 Aug 18, 2026 | View Pitch |
Aegis Value Fund Scott Barbee | “Equinox Gold (EQX-CA), the Fund's top holding entering the year, gave back a portion of its 2025 gains as gold retreated from its January record high above $5,...” | NEUTRAL | Q2 2026 Aug 18, 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.
