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 largest detractors were long positions in Carlyle Group, Banc of California, PayPal, Customers Bancorp, and Webster Financial.” | Q2 2024 Jun 30, 2024 | Preview | |
“Clark Street Value delivered strong 2023 returns of 38.54% versus 26.29% for the S&P 500, driven by a concentrated portfolio of special situations and value opportunities. The strategy centers...” | Q4 2023 Dec 29, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BANC.
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.
