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 |
|---|---|---|---|
“Mairs & Power Small Cap Fund returned 11.04% in 2023, underperforming its benchmark due primarily to underweight positioning in Consumer Discretionary during a period when easing inflation and declining rates benefited consumer sectors. The fund maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Mairs & Power Small Cap Fund declined 11.04% in Q1 2025, underperforming benchmarks amid tariff uncertainty and sector rotation. The fund's underperformance...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AZEK.(11 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.
