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 |
|---|---|---|---|
“Warren Buffett's 2023 letter reflects on Berkshire Hathaway's evolution into a mature conglomerate with $561 billion in net worth, representing nearly 6% of the S&P 500 universe. The company delivered...” | Q4 2023 Feb 24, 2024 | Preview | |
“Contributed 1.0% to performance with a return of 44.3% in 2025.” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8031.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.
