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 outperformed benchmarks in Q1 2025 through defensive positioning and China exposure. Increased defense spending...” | Q1 2025 Mar 31, 2025 | Preview | |
“Orbis added to Mitsubishi Heavy Industries during banking volatility, positioning both MHI and Hanwha Aerospace as beneficiaries of accelerating global defense spending. Japan plans to...” | 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.