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 |
|---|---|---|---|
“Hikari Tsushin is a Japanese stock listed in the portfolio's factsheet as a holding of 3 months, though it is not analyzed in the main text of the letter.” | Q4 2024 Jan 21, 2024 | Preview | |
“Jake Barfield's fund delivered strong Q3 performance with a 19.9% net return versus 6.4% for the MSCI ACWI, driven primarily by a partial rebound in Japanese holdings Raksul and Medley, which appreciated 54% and 24% respectively. Temple & Webster...” | Q3 2024 Oct 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $9435.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.
