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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Leaven Partners Brent Jackson, CFA | “The manager acquired a material position in this profitable Japanese communication equipment firm due to its strong improvements in capital efficiency and dramatic undervaluation relative to net cash and estimated liquidation value. Not long after the purchase, a tender offer allowed the fund to liquidate its shares for a 130% gain. The manager remains highly optimistic about finding similar undervalued opportunities in the Japanese small-cap universe.” | BULL | Q1 2025 Mar 31, 2025 | View Pitch |
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.