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 |
|---|---|---|---|---|
GreensKeeper Value Fund Michael P. McCloskey | “TVA Group's stock surged due to a retroactive revenue adjustment that resolved a carriage dispute and eliminated its debt. The manager believes the stock remains materially undervalued, supported by its dominant audience share in Quebec and unvalued balance sheet assets, with the potential of being taken private by Quebecor.” | BULL | Q1 2026 Apr 26, 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.
