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 |
|---|---|---|---|
“Orbis Global Equity maintains a significant 13% allocation to Japan, viewing it as an outstanding stockpicker's market despite historically poor passive returns. The manager emphasizes...” | Q2 2023 Jun 30, 2023 | Preview | |
“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 |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8053.T.(1 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.
