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 |
|---|---|---|---|
“Caledonia delivered strong performance with 4.4% NAV total return driven by excellent results from Public Companies (9.9%) and Private Capital (7.7%) pools. The permanent capital...” | Q4 2023 Nov 25, 2025 | Preview | |
“Diamond Hill's International Strategy generated positive returns in Q1 2025 but trailed the benchmark's robust 5.23% return. The portfolio benefited...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BTI.(13 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.
