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 |
|---|---|---|---|
“Accumulated between Nov 2024 and Feb 2025 as a Top 5 position at an average cost of 23.27 zł, appreciating +61% to 37.50 zł by Q2-end. The company is...” | Q2 2025 Jul 25, 2025 | Preview | |
“The fund built a significant position in Dadelo in 2025, which went on to experience a triple-digit percentage share price gain and accounted for a meaningful share of the partnership's performance.” Co-mentioned:$DBO.TO | Q4 2025 Feb 2, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DAD.WA.
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.
