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 |
|---|---|---|---|---|
DKAM Donville Kent Asset Management Jason & Jesse | “Hammond Power Reported Q1 Earnings – Cash Earnings +30%. Revenue $265M +32%, Gross Profit $80m +26%, Backlog +95%, Adj. EBITDA $41M +33%, EBITDA Margin 16%, Cash Earnings $27M +30%. Hammond sells transformers and growth is being driven by custom products for data centers in the US. In June they closed on the AEG acquisition which will increase Hammond revenue by ~36%.” | NEUTRAL | Q2 2026 Jul 10, 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.
