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 |
|---|---|---|---|
“Hennan Pinggao Electric (Exit): We exited the Chinese State Grid–controlled leader in high-voltage and UHV switchgear after a period of strong performance. Whilst UHV investment...” | Q2 2026 Jun 30, 2026 | Preview | |
“Hennan Pinggao Electric (Exit): We exited the Chinese State Grid–controlled leader in high-voltage and UHV switchgear after a period of strong performance. Whilst UHV investment...” | Q2 2026 Jun 30, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $600312.SS.
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.
