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 |
|---|---|---|---|
“Mayar Capital's Q3 2023 letter reflects on a challenging 24-month period of underperformance while maintaining conviction in their value investing approach. The fund declined...” | Q3 2023 Oct 15, 2023 | Preview | |
“Canterbury Tollgate returned 21.5% in 2023, driven primarily by core holdings Meta, Amazon, Dropbox, and GoDaddy, with contributions from U.S. treasuries offset by losses from Icahn Enterprises. The manager emphasizes...” | Q4 2023 Mar 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DBX.(4 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.
