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 |
|---|---|---|---|
“Swiss luxury business Richemont, continues to show the durability of its jewellery maisons against a challenging macro backdrop.” | Q2 2026 Jul 29, 2026 | Preview | |
“Longleaf Partners International Fund returned +0.73% in Q1 2025, trailing indexes due to overweight positions in Consumer sectors and underweight in European Industrials that benefited from defense and infrastructure spending rhetoric. The fund has...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CFR.SW.(18 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.
