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 |
|---|---|---|---|
“Arcos Dorados, the Brazilian quick service restaurant franchisor appreciated during the quarter. Arcos reported strong...” | Q1 2026 Apr 21, 2026 | Preview | |
“The first quarter of 2025 was dominated by unprecedented tariff policies from the Trump 2.0 administration, culminating in Liberation Day when universal 10% tariffs were imposed globally with much higher reciprocal rates reaching 145%/125% for US/China trade. These represent the...” | Q1 2025 Apr 18, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ARCO.(6 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.
