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 |
|---|---|---|---|
“Third Avenue International Real Estate Value Fund returned -1.70% in Q1 2024, outperforming its benchmark by 73 basis points. The Fund maintains...” | Q1 2024 Mar 31, 2024 | Preview | |
“Third Avenue International Real Estate Value Fund generated 13.86% returns in Q4 2023, outperforming its benchmark by 8.55% for the year. The fund's core...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $8923.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.
