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 |
|---|---|---|---|---|
“ING Groep was a leading contributor to portfolio performance for the quarter. Global financial providing retail & wholesale bank services to a wide range of clients. Q2 26 return of 27.2% and 1-year return of 51.2%. FY 2027 estimated EPS growth of 16.3% with P/E of 10.3x. Position size approximately 3.3% of fund assets.” | BULL | Q2 2026 Jul 17, 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.