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 |
|---|---|---|---|
“We also added to two existing names, SiteOne and Brookfield Infrastructure Corporation (BIPC), at what we believe were attractive valuations.” | Q2 2024 Jun 30, 2024 | Preview | |
“Fenimore's Small Cap Fund gained 12.76% in Q4 2023, trailing the Russell 2000's 14.03% advance as the fund's focus on high-quality businesses led to underperformance during a broad rally favoring lower-quality, higher-debt companies. The quarter saw...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BIPC.(3 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.
