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 |
|---|---|---|---|
“Longleaf Partners International Fund returned 7.40% in Q4 and 17.42% for 2023, driven by strong performance across European investments while Asia allocation created relative drag. New co-portfolio managers...” | Q4 2023 Jan 1, 2024 | Preview | |
“EdgePoint's Q1 2025 commentary emphasizes their core philosophy of embracing uncertainty as an investment opportunity. Manager George Droulias...” | Q1 2025 Apr 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4612.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.
