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 |
|---|---|---|---|---|
Forager Australian Shares Fund Steve Johnson | “Another frustrating investment this year has been skydive and adventure experience operator Experience Co. The company's skydive business in Australia has been hurt by weak international volumes, cost-of-living pressures for domestic jumpers, and industrial action during peak trading periods. Management is now reviewing the Australian skydive operation with a view to optimise the footprint and drive better returns on capital. The rest of the group is performing better though. The skydive business in New Zealand, the reef adventures business out of Cairns and the Treetops adventure climbing businesses around Australia remain in reasonable shape. The sale of Wild Bush Luxury walks has simplified the portfolio. The business has valuable assets, but investors need evidence that the Australian skydiving operation can generate acceptable returns again. The investment cost the Fund 1% during the year.” | NEUTRAL | Q2 2026 Jul 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.
