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 |
|---|---|---|---|
“Rose materially from rising net interest margins, improving credit quality, capital discipline, and earnings growth.” | Q2 2025 Jun 30, 2025 | Preview | |
“Tweedy Browne's international value funds delivered strong absolute returns of 5.09% to 12.02% in Q2 2025, with year-to-date returns ranging from 11.71% to 21.53%. Performance was driven...” | Q2 2025 Jul 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $086790.KS.(1 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.
