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 |
|---|---|---|---|
“In this K-shaped recovery, shares of Wyndham Hotels (WH) have been punished as revenues for hotels that operate in the midscale and economy space have lagged behind upscale peers such as Marriott or Hilton. This isn't so...” | Q1 2026 Mar 31, 2026 | Preview | |
“Thornburg Small/Mid Cap Core Fund fell 11.38% in Q1 2025, underperforming by 388 basis points as AI trade unwound and policy uncertainty drove risk-off sentiment. Managers reduced exposure...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WH.(9 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.