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 Small Cap Fund declined 11.04% in Q1 2025, underperforming benchmarks amid tariff uncertainty and sector rotation. The fund's underperformance...” | Q1 2025 Mar 31, 2025 | Preview | |
“Miller/Howard's Utilities Plus Strategy focuses on utilities as a superior alternative to fixed income through dividend growth. The strategy emphasizes...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKH.(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.
