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 decline in Sony and M3 shares—which fell amid growing concerns that generative AI could disrupt M3's core medical information and pharmaceutical marketing business.” | Q1 2026 Apr 24, 2026 | Preview | |
“The International Small Companies composite rose 11.6% gross in Q4 but underperformed the benchmark's 16.2% annual return, finishing the year up 13.9%. The portfolio's underperformance...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2371.T.
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.
