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 |
|---|---|---|---|
“US Bancorp delivered a solid earnings update in the quarter and was expected to benefit from higher Net Interest Income due to a potential steepening in the US yield curve.” | Q1 2026 Mar 31, 2026 | Preview | |
“Madison Sustainable Equity lagged in Q1 as quality underperformed in a narrow tech-led rally. Banking crisis created...” | Q2 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $USB.(49 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.