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 |
|---|---|---|---|
“Holding Portfolio Weighting 4.2%, Rockwood ISC Stake 6.0%, EV/Ebitda est. '25 5.4x, Market Cap £58m, Net Cash £9m.” | Q2 2024 Jun 30, 2024 | Preview | |
“Rockwood Strategic delivered exceptional performance in a challenging year, with NAV Total Return of 21.4% versus FTSE Small Cap decline of 15.7%. The fund follows...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CAU.L.(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.
