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 |
|---|---|---|---|
“Stenham's concentrated equity fund returned -3.3% in Q4 and 10.3% for 2024, underperforming the MSCI World's 17% return due to narrow market leadership dominated by the Magnificent 7 stocks. The fund's underweight...” | Q4 2024 Jan 27, 2025 | Preview | |
“Palm Harbour Capital delivered +4.4% net returns in Q3 2024, bringing YTD performance to +13.5%. The fund maintains...” | Q3 2024 Sep 26, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CLNX.MC.(2 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.
