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 |
|---|---|---|---|---|
Atrium Research Ben Pirie & Nicholas Cortellucci | “Cannara Biotech rebounded strongly in Q3 with record gross cannabis revenue, robust margins, and expanded national distribution. The company also secured its first long-term international supply deal with Curaleaf and exclusive rights to Blue River's live rosin infusion technology, setting it up for accelerated production expansion and long-term growth.” | NEUTRAL | 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.
