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 |
|---|---|---|---|
“Harding Loevner's Global Small Companies strategy returned 13.1% gross in Q4 2023, slightly outperforming the MSCI ACWI Small Cap Index's 12.1% gain, but underperformed for the full year with 16.0% versus 17.4%. The portfolio maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Sold position following a strong 60% share recovery over the past year. Volatile game-dependent earnings,...” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4751.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.
