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 |
|---|---|---|---|
“Since demerging from Anglo American in 2021, it has returned more than R23bn (£1.1bn) through dividends and buybacks.” Co-mentioned:$TGA.L | Q2 2026 Aug 24, 2026 | Preview | |
“Castlebay's Q1 2025 letter addresses Trump's reintroduction of sweeping tariffs aimed at reducing import reliance and reviving domestic manufacturing, particularly in AI-driven sectors. While the policy...” | Q1 2025 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AAL.L.(3 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.
