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 |
|---|---|---|---|
“The Platinum International Fund returned -0.2% for the quarter, with strong contributions from pulp producers Suzano and UPM due to higher pulp prices, Chinese e-commerce company PDD Holdings which delivered strong earnings, and UBS Group which rallied on confidence in its Credit Suisse acquisition. Detractors included airlines...” | Q3 2023 Sep 30, 2023 | Preview | |
“EdgePoint rejects short-term market forecasting in favor of a disciplined value approach focused on proprietary insights and long-term business fundamentals. The fund seeks...” | Q4 2024 Jan 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $6479.T.(7 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.
