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 Global Fund returned 10.50% for 2024, outperforming the FTSE Developed Value index but trailing the broader FTSE Developed index. The fund trades...” | Q4 2024 Jan 1, 2025 | Preview | |
“The Oakmark International Small Cap Fund returned 11.47% in Q4 2023, outperforming its benchmark's 10.60% return, with a full-year return of 19.52% versus the benchmark's 12.62%. The fund's core...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4613.T.(3 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.
