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 Mairs & Power Growth Fund delivered strong performance in 2023, returning 27.70% and outperforming the S&P 500's 26.29% return. The fund's success...” | Q4 2023 Dec 31, 2023 | Preview | |
“Artisan Mid Cap Fund declined 7.35% in Q1 2025, performing in line with the Russell Midcap Growth Index amid a challenging environment for growth equities. The quarter was...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BBY.(2 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.
