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 |
|---|---|---|---|
“Raksul is listed in the fund factsheet as a holding with a 2.5-year duration but does not receive any direct commentary in the body of the annual letter.” | Q4 2024 Jan 21, 2024 | Preview | |
“Asheville Capital returned 8.0% net in H1 2023, bringing cumulative returns to 1.9% since inception fifteen months ago. The concentrated portfolio's...” | Q2 2023 Jul 27, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4384.T.(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.
