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 |
|---|---|---|---|
“Japanese trading house Marubeni reported an upward revision to its full-year profit forecast on a bullish stance for copper prices, guiding for increasing annual dividends and committing to an additional share buyback.” | Q1 2026 Apr 17, 2026 | Preview | |
“The Platinum International Fund returned -0.9% for the quarter, underperforming the market's 6.8% return due to three main factors: an extraordinary technology sector bounce driven by AI enthusiasm, weak Chinese market performance, and cautious portfolio positioning with 71% average net exposure. While disappointing short-term,...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8002.T.(5 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.
