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 |
|---|---|---|---|
“Artisan International Fund delivered strong Q1 2025 performance, beating both primary and secondary benchmarks through effective stock selection and sector positioning. The portfolio benefited...” | Q1 2025 Mar 31, 2025 | Preview | |
“Orbis International Equity added to Mitsubishi Heavy Industries during recent banking volatility, viewing both MHI and major holding Hanwha Aerospace as long-term beneficiaries of the postwar international order breakdown. The Ukraine war...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $012450.KS.(3 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.
