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 |
|---|---|---|---|
“Valvoline cost the equity portfolio about 120 basis points, spread across all three months, even as the business kept executing. Fiscal third-quarter same-store...” | Q3 2026 Oct 22, 2026 | Preview | |
“Valvoline gained 18%, having also led the first quarter. Comparable sales grew...” | Q2 2026 Sep 1, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VVV.(10 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.