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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Shares of Marathon Petroleum were down slightly in the quarter. The company benefitted...” | Q2 2026 Jun 30, 2026 | Preview | |
“Marathon Petroleum Corp. advanced strongly as the market repriced energy businesses in response to the Strait of Hormuz closure and surging oil prices.” | Q1 2026 Apr 17, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MPC.(23 additional institutional mentions locked).
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.
