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 |
|---|---|---|---|
“Cullen/Frost Bankers was listed as a top relative contributor to fund performance during the fourth quarter of 2024.” | Q4 2024 Dec 31, 2024 | Preview | |
“The Mairs & Power Small Cap Fund declined 2.04% year-to-date through Q3 2023, underperforming its benchmark due primarily to weakness in bank holdings amid rising interest rates pressuring deposit costs and margins. The fund maintains...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CFR.(4 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.
