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 International Fund Mark L. Yockey | “Safran was a main contributor to the portfolio, supported by continued strength in civil aerospace and the engine aftermarket. The French aerospace and defense supplier reported Q1 sales and deliveries ahead of expectations, with management indicating the company could finish toward the high end of its full-year guidance range. Propulsion services revenue grew 24%, helped by vigorous demand for shop visits, stronger pricing and an unusually high mix of full-scope engine work. Through our research and meetings with management, we expect aircraft retirements to remain very low in both 2026 and 2027, supporting demand for spare parts, spare engines and maintenance services. Defense was also an incremental contributor, with missile propulsion expected to grow more than 20% in 2026 and capacity planned to increase 4X to 5X by 2030.” | BULL | Q2 2026 Jul 21, 2026 | View Pitch |
Tweedy, Browne International Value II Investment Committee | “Safran is a France-headquartered, market leading, global aerospace and defense company that designs and manufactures critical systems and equipment for aircraft, including engines, landing gear, nacel” | BULL | Q1 2026 Mar 31, 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.
