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 |
|---|---|---|---|
“Distillate's Q1 2023 letter addresses crosscurrents from concentrated gains in large tech stocks and banking sector stress. The firm's value-focused...” | Q1 2023 Apr 14, 2023 | Preview | |
“The Oakmark Fund returned 2.04% in Q4 2024, slightly underperforming the S&P 500's 2.41% return, but delivered strong annual performance of 16.02% versus 25.02% for the index. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CE.(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.
