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 |
|---|---|---|---|---|
McElvaine Value Fund Tim McElvaine | “Specialty pharmaceutical company. Acquires, in-licenses and distributes drugs across Canada and Latin America, focused on oncology, infectious disease, neurology and immunology: markets where a small number of specialists write most prescriptions. Revenue rose as the Paladin acquisition flowed fully into results. Gross margin improved and full-year revenue guidance raised twice, now $540–560 million. Continued buying back shares in the low $6s; the stock now trades near $10.” | NEUTRAL | Q2 2026 Aug 31, 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.