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 |
|---|---|---|---|
“Took some profits after the stock performed well during October and November to raise cash.” | Q4 2025 Dec 31, 2025 | Preview | |
“Cooper Investors delivered 9.51% returns in Q1 2023 versus 8.65% for the benchmark, driven by strong performance from Salesforce, Booking Holdings, and Rentokil Initial. The fund focuses...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $7741.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.
