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 |
|---|---|---|---|
“McElvaine Value Fund delivered a 3.0% return in 2023, underperforming both absolute and relative benchmarks despite manager Tim McElvaine's satisfaction with current holdings. The fund maintains...” | Q4 2023 Mar 27, 2024 | Preview | |
“The 13D Activist Fund returned -10.17% in Q1 2025, underperforming the Russell 2000's -9.48% return. Manager Ken Squire...” | Q1 2025 Apr 5, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BLCO.(1 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.
