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 |
|---|---|---|---|
“Brunswick Corporation was a detractor during the quarter. Shares of the...” | Q3 2026 Oct 26, 2026 | Preview | |
“Recurve Capital Partners returned -13% net in Q1 2025, underperforming the S&P 500's -4.6% return amid significant market volatility driven by Trump administration tariff policies. f....” | Q1 2025 May 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BC.(7 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.