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 |
|---|---|---|---|
“Haier Smart Home (-17.0%), a manufacturer of household appliances, was among the weaker performers in the quarter with a soft 4Q25 print marked by a broad earnings miss and margin compression. The weakness was...” | Q1 2026 Mar 31, 2026 | Preview | |
“One of China's largest home appliances manufacturers. Benefited from the...” | Q4 2024 Jan 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $600690.SS.(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.
