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 |
|---|---|---|---|---|
Artisan Mid Cap Fund Matt Kamm, Jason White, Jim Hamel, Angela Wu, Jay Warner | “Manhattan Associates ($MANH) develops mission-critical supply chain commerce software, specializing in warehouse management, inventory optimization, and transportation logistics for global enterprises. The fund initiated a position during the quarter and swiftly scaled it from a Garden holding into a larger Crop position as conviction solidified around the company's AI-enabled product transformation. The company possesses a wide competitive moat created by high switching costs, as ripping and replacing an active warehouse or distribution management system involves severe operational risk for retailers and logistics providers. Manhattan is transitioning its customer base to a high-margin, cloud-native SaaS model, driving steady annual recurring revenue (ARR) growth and consistent free cash flow conversion. The deployment of agentic AI within its software suite enables automated logistics decision-making, offering clear unit economic savings to clients and supporting pricing power. Key catalysts include accelerating cloud conversion of legacy on-premises installations and customer expansion outside traditional retail into broad industrial supply chains. Prominent risks include delays in corporate IT capital expenditures during macro slowdowns and prolonged customer software deployment timelines.” | BULL | Q3 2026 Oct 14, 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.