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 |
|---|---|---|---|
“The AMG Yacktman Focused Fund returned 1.30% in Q1 2025, underperforming the Russell 1000 Value Index but outperforming the S&P 500. The portfolio protected...” | Q1 2025 Mar 31, 2025 | Preview | |
“The AMG Yacktman Focused Fund returned -6.43% in Q4 2024, underperforming benchmarks as core holdings like Samsung and U-Haul faced share price weakness despite strong underlying business performance. The managers maintain...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $033780.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.
