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 |
|---|---|---|---|
“Halvio Capital returned 6.72% in Q2 2025, outperforming most major indices despite some USD headwinds. The fund scaled...” | Q2 2025 Jul 9, 2025 | Preview | |
“Trades at half of book value, has a ¥13B net cash balance sheet, and owns substantial land value in Tokyo (¥30B book value vs ¥29B market cap). Consistently profitable with...” | Q2 2025 Jul 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8291.T.(2 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.
