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 |
|---|---|---|---|
“180 Degree Capital reported a Q1 2025 NAV decline of 4.7% to $4.42 per share, primarily due to expenses related to their proposed business combination with Mount Logan Capital. The fund's public...” | Q1 2025 May 19, 2025 | Preview | |
“Liberty Park Fund declined 2.29% net in Q3 2023 versus Russell 2000's 5.10% decline, benefiting from cautious positioning with 29% net exposure. The fund's long/short...” | Q3 2023 Oct 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CVGI.(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.
