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 |
|---|---|---|---|
“Ariel International Fund surged +11.70% in Q1 2025 as international markets dramatically outperformed struggling U.S. equities amid tariff fears and AI concerns. Strong stock selection...” | Q1 2025 Mar 31, 2025 | Preview | |
“Starboard Value targets operationally challenged companies trading at discounts to peers. Current portfolio includes...” | Q3 2023 Oct 1, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AQN.(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.