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 |
|---|---|---|---|---|
Airlie Small Companies Fund Will Granger | “The company was the fund's top contributor in FY26, driven by its 51% stake in KWB, a highly profitable kitchen renovation business. KWB features exceptional financials, including a 24% compound EBIT growth rate over a decade and return on invested capital over 100%, yet still trades at an undemanding valuation.” | BULL | Q2 2026 Jul 21, 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.
