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 |
|---|---|---|---|
“Performance was broad based but Oakley, Schibsted and Nihon Kohden were particularly strong, adding +75bps, +73bps and +67bps each.” | Q4 2023 Dec 31, 2023 | Preview | |
“Renaissance's International Small Cap Equity strategy delivered negative absolute returns in Q4 2024 but outperformed its benchmark through positive stock selection in Consumer Discretionary and Communication Services. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $6849.T.
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.
