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 |
|---|---|---|---|
“Avery Dennison detracted from performance in the fourth quarter following the company's third-quarter earnings results, which highlighted slower-than-expected growth of the company's Intelligent Label business unit. In addition, the...” | Q4 2024 Dec 31, 2024 | Preview | |
“We owned Avery from spring 2023 to spring 2024 with a good outcome; with shares having round-tripped back to our original 2023 purchase price, we again purchased shares of this leading packaging company. Customers seeking to...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AVY.(10 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.
