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 |
|---|---|---|---|---|
Antipodes Global Fund Antipodes Partners Limited | “The position in Woodside Energy was completely exited as upcoming global LNG oversupply and slowing demand compressed the stock's margin of safety. Furthermore, the company's major Louisiana LNG project remains highly exposed to weak spot prices due to a lack of long-term contract coverage.” | BEAR | Q2 2026 Jun 30, 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.
