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 |
|---|---|---|---|
“FPA Crescent Fund gained 1.05% in Q4 2024 and 13.96% for the full year, with returns of 79.8% of the global market despite lower net risk exposure of 69.2%. The fund's contrarian...” | Q4 2024 Jan 28, 2025 | Preview | |
“Tweedy Browne's international value funds delivered strong absolute returns of 5.09% to 12.02% in Q2 2025, with year-to-date returns ranging from 11.71% to 21.53%. Performance was driven...” | Q2 2025 Jul 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $003550.KS.(1 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.
