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 |
|---|---|---|---|---|
Palm Harbour Capital Peter Smith | “The second largest contributor was Esprinet (+44.1%, +84 bps), the Italian electronics distributor, which we introduced in our fourth quarter 2019 letter. First quarter results exceeded expectations, with 11% revenue growth and 44% adjusted EBITDA growth reflecting market share gains and possible activity ahead of memory-related price increases. More specifically, gross sales from Screens grew 13%, driven by demand for Windows 11 PCs together with increased activity in anticipation of memory shortages. On the other hand, gross sales from Devices were flat year-on-year. The higher-margin Solutions business (digitalisation, cloud computing and cybersecurity) also grew 11%, representing 22% of total sales, signalling a continuation of a margin accretive growth. Overall, Esprinet remains well positioned to benefit from a recovery in IT spending, particularly in AI infrastructure, cybersecurity and technology refresh cycles.” | BULL | Q2 2026 Jul 28, 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.
