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 |
|---|---|---|---|
“Orbis International Equity has positioned heavily toward high dividend yield companies, particularly in emerging markets, where the manager finds the most compelling value opportunities. The portfolio offers...” | Q2 2023 Jun 30, 2023 | Preview | |
“Sold completely due to valuation considerations.” | Q4 2025 Jan 1, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $005830.KS.(2 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.
