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 |
|---|---|---|---|
“The primary detractors were Fox Factory, Lattice Semiconductor, ChampionX, Silk Road Medical and Cactus.” | Q4 2023 Dec 31, 2023 | Preview | |
“The AMG GW&K Small Cap Core Fund returned -7.27% in Q1 2025, outperforming the Russell 2000 Index's -9.48% decline. The fund's outperformance...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CHX.(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.
