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 |
|---|---|---|---|
“Maple Tree Capital's Heartwood fund delivered -18.04% in Q1 2025, significantly underperforming benchmarks as Trump's sweeping tariffs sparked market panic. The Nasdaq fell...” | Q1 2025 Apr 9, 2025 | Preview | |
“Baron Growth Fund declined 3.66% in Q3 2023, outperforming its Russell 2000 Growth benchmark by 366 basis points. The fund maintains...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DNUT.(11 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.
