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 |
|---|---|---|---|
“Peterson Investment Fund I delivered 8.8% net returns in 2024, bringing cumulative returns to 265% since inception in 2011. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“Bumbershoot Holdings generated a 5.82% gross return in 2023, bringing cumulative returns to 114.7% since inception. The fund faced...” | Q4 2023 Mar 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BOX.(5 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.
