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 |
|---|---|---|---|
“Thornburg Small/Mid Cap Core Fund returned -11.38% in Q1 2025, underperforming the Russell 2500 Index by 388 basis points amid substantial market volatility. The quarter was...” | Q1 2025 Mar 31, 2025 | Preview | |
“Aaron Sallen's Merion Road Small Cap Fund returned 0.6% in Q2 2024, outperforming the Russell 2000's -3.3% decline. The portfolio benefited...” | Q2 2024 Jul 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CLH.(11 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.
