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 |
|---|---|---|---|
“The 13D Activist Fund returned 8.88% net in Q3 2025 versus 12.39% for the Russell 2000, representing strong absolute performance but lagging relative returns. The fund anticipates...” | Q3 2025 Oct 27, 2025 | Preview | |
“The 13D Activist Fund returned 0.76% net in Q4 2024, outperforming the Russell 2000's 0.33% return. The fund has...” | Q4 2024 Jan 13, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ALV.
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.
