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 |
|---|---|---|---|---|
Tactile Fund Dave Waters | “Gruma is headquartered in Mexico and traded on the Bolsa Mexicana de Valores. Gruma dominates the world market for tortillas and corn flour products. The company is extensively vertically integrated a” | BULL | Q1 2026 Mar 31, 2026 | View Pitch |
Longleaf Partners Small-Cap Fund Southeastern Asset Management, Inc. | “Gruma's stock price was weighed down by external factors including a weak Mexican peso, tariff concerns, and Mexican antitrust findings. However, its core US operations generate over 75% of its value and are insulated from these risks, and its financial strength allows it to navigate local regulatory challenges.” | BULL | Q4 2024 Jan 1, 2025 | 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.
