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 |
|---|---|---|---|
“Five new companies were added to the fund this year, with the largest contributor being Samsung Electro-Mechanics (SEMCO). This component manufacturer...” | Q2 2026 Jul 10, 2026 | Preview | |
“Ariel Global Fund returned 4.99% in Q3 2025, underperforming the MSCI ACWI Index's 7.62% gain. The fund's non-consensus...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $009150.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.
