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 |
|---|---|---|---|---|
Church House Human Capital Fred Mahon | “An Australian accounting firm roll-up that faced a short-term market sell-off over the summer months. The manager regards the business as exceptional and has added to the position on weakness.” | BULL | Q3 2025 Oct 1, 2025 | View Pitch |
Ghosh Capital Shomik Ghosh | “Kelly Partners Group is a high-quality compounder that acquires accounting and tax firms serving small-to-medium businesses. It employs a highly aligned partnership model where sellers retain 49% ownership and incentives are modeled after Constellation Software. With recession-resistant operations, high pricing power, and strong organic margins of safety, KPG possesses massive global expansion prospects and stands out as a high-conviction holding that can compound substantially over the coming decade.” | BULL | Q1 2025 Apr 2, 2025 | 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.
