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 |
|---|---|---|---|
“Tweedy Browne's funds delivered solid Q1 2023 returns of 5.09% to 6.64% despite underperforming benchmarks in a risk-on environment led by large-cap technology stocks. The funds benefited...” | Q1 2023 Mar 31, 2023 | Preview | |
“Sold completely due to valuation considerations.” | Q4 2025 Jan 1, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4182.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.
