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 |
|---|---|---|---|---|
Third Avenue Real Estate Value Fund Jason Wolf, Ryan Dobratz | “Unite Group was added as U.K. REIT valuations fell 20% below NAV. With 65,000 beds across top universities, 95% leased, and modest leverage, Unite offers resilient income. A recent bid for Empiric Student Property caused a selloff, leaving shares at 15-year low P/B. :contentReference[oaicite:9]{index=9} BSD Analysis: Unite's scale, prime assets, and balance sheet support long-term compounding. Temporary dislocation from supply and policy noise presents a contrarian entry point.” | BULL | Q3 2025 Oct 14, 2025 | 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.
