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 |
|---|---|---|---|
“Overweights in petroleum refiner Valero Energy Corp. and Suncor Energy, Inc., a Canadian integrated energy firm, also helped as geopolitical turmoil pushed up commodity prices” | Q1 2026 Apr 18, 2026 | Preview | |
“Suncor Energy (Energy) led the way in the quarter on stronger energy products pricing, especially after war in Iran broke out. Valuations on energy...” | Q1 2026 Apr 21, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SU.(11 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.
