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 |
|---|---|---|---|
“The Hillman Value Fund returned 23.34% for the year ended September 30, 2024, underperforming the Russell 1000 Value Index return of 27.76%. The fund's core...” | Q3 2024 Sep 30, 2024 | Preview | |
“Third Point delivered a 2.2% net return in July 2023, bringing year-to-date performance to -0.9%. The fund maintains...” | Q2 2023 Jul 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DD.(3 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.
