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 |
|---|---|---|---|---|
Jensen Investment Adam Calamar, Kurt Havnaer, Tyra Pratt | “Levi Strauss & Co. (LEVI), the global apparel company best known for its iconic Levi's denim brand, was the third largest individual detractor from Portfolio performance during the quarter. Despite generating solid...” | BULL | Q3 2026 Nov 3, 2026 | View Pitch |
Jensen Investment Adam Calamar, Kurt Havnaer, Tyra Pratt | “Levi Strauss & Co. (LEVI), the well-known producer of denim jeans, jackets, and accessories, was the largest individual contributor to portfolio performance during the quarter. We” | BULL | Q2 2026 Aug 4, 2026 | View Pitch |
Jensen Investment Adam Calamar, Kurt Havnaer, Tyra Pratt | “Levi Strauss & Co. (LEVI), the well-known producer of denim jeans, jackets, and accessories, was the largest individual contributor to portfolio performance dur...” | BULL | Q2 2026 Aug 4, 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.