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 |
|---|---|---|---|
“Deep Sail Capital Partners returned 14.3% net in Q4 2023, driven by a reversal in micro and small-cap weakness from earlier quarters. The fund maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Deep Sail Capital Partners returned 13.0% net in Q1 2024 while averaging 84% net long exposure, outperforming both Russell 2000 benchmarks. The long portfolio...” | Q1 2024 Mar 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CREX.(1 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.
