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 |
|---|---|---|---|
“Bengal Capital delivered strong performance in 2023 with their concentrated cannabis portfolio significantly outperforming the MSOS ETF. The fund maintains...” | Q4 2023 Feb 8, 2024 | Preview | |
“BaM's stock has been halted due to failure to file financials, and the Fund's equity position is marked to zero. However, the manager...” | Q3 2025 Dec 9, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BMMJ.
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.
