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 |
|---|---|---|---|
“1 Main Capital returned 12.8% net in Q2 2024, outperforming both the S&P 500 and Russell 2000, driven primarily by four concentrated positions representing under one-third of the portfolio. Manager Yaron Naymark...” | Q2 2024 Jul 1, 2024 | Preview | |
“Greenhaven Road returned 17% in Q1 2023 as markets began focusing on individual business fundamentals rather than macro concerns. The manager emphasizes...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BNED.(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.
