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 |
|---|---|---|---|
“Miller Value Partners' Deep Value Select strategy experienced a -12.8% drawdown in Q1 2025 amid rising economic uncertainty from potential global tariffs and policy changes. Manager Dan Lysik...” | Q1 2025 Apr 14, 2025 | Preview | |
“The London Company Small Cap portfolio gained 11.7% net in Q4 2023, trailing the Russell 2000's 14.0% return but finishing in line with their 85-90% upside capture goal. The portfolio outperformed...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DOOR.(1 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.
