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 |
|---|---|---|---|
“Argosy Investors ended Q3 2023 with 38.6% cash, positioning defensively amid rising interest rates and their lagged economic effects. The manager added...” | Q3 2023 Nov 18, 2023 | Preview | |
“LRT Global Opportunities delivered 15.79% net returns in 2024 with beta-adjusted exposure of just 23.53%, avoiding the Magnificent 7 stocks that drove over 50% of market returns. Manager Lukasz Tomicki...” | Q4 2024 Jan 6, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BURL.(3 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.
