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 |
|---|---|---|---|
“Shares of Suzuki Motor Corp. underperformed during the quarter, primarily due to higher oil prices, which weighed on Consumer Discretionary sectors, particularly autos. In addition, India—one...” | Q1 2026 Mar 31, 2026 | Preview | |
“Hardman Johnston's International Equity strategy delivered solid relative performance in Q1 2025, returning 6.92% net versus 6.86% for MSCI EAFE, despite turbulent market conditions driven by aggressive US trade policies. The portfolio benefited...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $7269.T.(4 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.
