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 |
|---|---|---|---|---|
Merchant West Daniel King | “A position was taken in Kumba Iron Ore which should be viewed within the context of our broader materials exposure. We have rotated some capital out of BHP Group and Glencore, both of w” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Merchant West Daniel King | “A position was taken in Kumba Iron Ore which should be viewed within the context of our broader materials exposure. We have rotated some capital out of BHP Group and...” | NEUTRAL | Q2 2026 Aug 18, 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.
