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 |
|---|---|---|---|
“We remained very active across other names in the portfolio during the second quarter, with profitable trades across QVC, Inc. Preferred Stock (QVCGP), Vital Farms (VITL), DoubleDown Interactive (DDI), and America's CarMart (CRMT). In each case,...” | Q2 2026 Jul 10, 2026 | Preview | |
“We remained very active across other names in the portfolio during the second quarter, with profitable trades across QVC, Inc. Preferred Stock (QVCGP), Vital Farms (VITL), DoubleDown Interactive (DDI), and America's CarMart (CRMT). In each case,...” | Q2 2026 Jul 10, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DDI.
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.
