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 | “Nemetschek is a family-founded German software provider specializing in architectural and engineering design. Although the managers admired the business previously, they refrained from buying due to its high valuation of forty times earnings. They successfully capitalized on a widespread software sell-off in early 2026 to open a position at more attractive pricing.” | BULL | Q1 2026 Apr 1, 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.
