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 |
|---|---|---|---|
“Greenhaven Road Capital returned -12% net in Q1 2025, underperforming the Russell 2000 by 2% as top holdings PAR, KKR, and Cellebrite gave back prior outperformance amid tariff-induced volatility. President Trump's Liberation...” | Q1 2025 Apr 1, 2025 | Preview | |
“Liberty Park Fund declined 3.51% net in Q1 2025 versus a 9.47% decline in the Russell 2000, demonstrating strong relative performance during market turbulence. The fund's short...” | Q1 2025 Apr 17, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKTI.(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.
