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 |
|---|---|---|---|
“We trimmed several positions in the quarter as they grew in size: Interdigital (IDCC); Farmer Mac (AGM); and Ciena (CIEN).” | Q1 2025 Mar 31, 2025 | Preview | |
“Bumbershoot Holdings generated a 5.65% gross return in 2024 despite a challenging December that saw over 10 companies drop more than 15%. Manager Jason Ursaner...” | Q4 2024 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AGM.(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.
