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 |
|---|---|---|---|
“We sold consumer goods company Church & Dwight and chemicals and building materials firm Westlake after the stocks reached their price targets. Both are good...” | Q1 2026 Mar 31, 2026 | Preview | |
“The FPA Queens Road Small Cap Value Fund delivered strong performance in Q4 2023 with a 13.09% quarterly return and 16.00% for the full year. The fund maintains...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CHD.(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.
