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 |
|---|---|---|---|
“Lyrical's Global portfolio returned 1.7% in Q1 2025, outperforming the MSCI World by 350 basis points as international markets showed remarkable strength while US markets declined. The Magnificent Seven...” | Q1 2025 Apr 1, 2025 | Preview | |
“EdgePoint's Q1 2023 commentary reflects on three years of strong performance driven by investments in businesses with non-obvious growth potential purchased during market stress. The fund's core...” | Q1 2023 Apr 18, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BERY.(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.
