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 Platinum International Brands Fund returned 6.6% in Q1 2023, with strength in US and European positions offsetting weakness in Chinese holdings and short positions. Meta Platforms led...” | Q1 2023 Mar 31, 2023 | Preview | |
“Orbis International Equity has significantly increased Japan exposure from 7% to over 20%, capitalizing on what the manager views as one of the most compelling value opportunities in global markets. The strategy focuses...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2502.T.(2 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.
