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 |
|---|---|---|---|
“Ennismore European Smaller Companies Fund delivered a -0.4% return in March 2023, bringing Q1 performance to -3.3%. The fund operates...” | Q1 2023 Apr 6, 2023 | Preview | |
“Ennismore European Smaller Companies Fund delivered 1.7% returns in December 2023, bringing full-year performance to 2.1%. The fund maintains...” | Q4 2023 Jan 5, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $COST.L.(3 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.
