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 |
|---|---|---|---|
“Canadian Natural Resources (CNQ) reported record Q4 2025 production of 1.66 million barrels of oil equivalent per day and saw its share price gain over 40% on the TSX through March.” | Q1 2026 Mar 31, 2026 | Preview | |
“Mawer's global equity strategies delivered mixed results in Q3 2023 as markets declined amid Federal Reserve signals that rates may remain higher for longer. The firm maintains...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CNQ.TO.(6 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.