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 |
|---|---|---|---|
“Mittleman Value Partners delivered 19% net returns in 2025 versus 17.9% for the S&P 500, but declined 4.59% in Q1 2026 due to USD strength and lack of commodity exposure. The highly global...” | Q1 2026 Apr 14, 2026 | Preview | |
“Baron Small Cap Fund delivered strong Q4 2023 performance, gaining 12.64% versus 12.75% for the Russell 2000 Growth Index, capping off an excellent year with 27.19% returns that beat the benchmark by 853 basis points. The fund benefits...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CLVT.(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.
