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 |
|---|---|---|---|
“During the quarter, we trimmed CBIZ (CBZ), as the holding was becoming too big of a position in the portfolio. We remain shareholders...” | Q2 2024 Jun 30, 2024 | Preview | |
“Ghosh Capital returned 8.0% in Q1 2025 versus -3.9% for the S&P 500, demonstrating the value of nimble trading in volatile markets where valuations matter again. The manager increased...” | Q1 2025 Apr 2, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CBZ.(8 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.
