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 |
|---|---|---|---|
“Alluvial Fund delivered a strong 6.5% return in Q1 2025, significantly outperforming small-cap benchmarks amid a challenging environment marked by tariff uncertainty and declining business confidence. The fund's performance...” | Q1 2025 Mar 31, 2025 | Preview | |
“Alluvial Fund delivered 16.4% net returns in 2024, outpacing benchmarks through steady performance amid volatile small-cap markets. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CBL.(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.
