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 |
|---|---|---|---|
“Rome Capital targets exceptional long-term returns through a concentrated portfolio of special situations and small/mid-cap growth companies across North America and Europe. The fund's strategy...” | Q4 2024 Jan 26, 2025 | Preview | |
“Accelerated store openings and improved EBITDA margin to 20.6% in FY2025. Still offers a...” | Q2 2025 Sep 5, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CBOX.L.
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.
