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 |
|---|---|---|---|
“LRT Global Opportunities delivered strong performance in April 2025 with a +20.86% monthly return, driven by both long positions and short index hedges capitalizing on market volatility. The systematic long/short...” | Q1 2025 May 2, 2025 | Preview | |
“Starboard Value presents five investment opportunities across technology, media, healthcare, restaurants, and utilities sectors. The firm demonstrates...” | Q3 2023 Oct 1, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DRI.(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.
