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 |
|---|---|---|---|
“New positions were funded in part with proceeds of our sales of nutrition products provider BellRing Brands; baby clothes seller Carter's; and dispensers, closures and fasteners producer TriMas, which we find relatively less compelling than other opportunities.” | Q1 2023 Mar 31, 2023 | Preview | |
“Palm Valley Capital Fund delivered a 0.57% return in Q1 2025, outperforming the S&P SmallCap 600's -8.93% decline through defensive positioning and selective stock picking. The fund maintained...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CRI.(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.
