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 |
|---|---|---|---|---|
Turtle Creek Cameron McKendry | “Another large detractor from our performance in 2026 is Premium Brands, a company that we have owned for over 20 years (at various weightings) and is currently one of our largest holdings. Premium Brands is also founder-led, with a long history of accretive acquisitions and impressive organic growth. Premium has grown its earnings per share nicely over the period, despite undertaking one of its biggest ever capital expansions (over $1 billion) and experiencing extreme commodity input cost inflation (which they will fully recoup over time). Despite returning to healthy earnings growth, its forward P/E multiple has compressed to levels not seen in the last 15 years. We are very confident that Premium will continue to grow its earnings in the years to come. As for the multiple, we believe it will expand at some point, but even if it were to simply stay where it is, the stock price will climb at a healthy clip, simply from the earnings growth.” | BULL | Q2 2026 Jun 30, 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.
