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 stock is a principal position for the fund, representing a sizable 5.8% allocation in the concentrated portfolio.” | Q2 2026 Jul 1, 2026 | Preview | |
“Alphyn Capital Management returned 2.6% net in Q4 2024, bringing full-year performance to 16.9%. The manager focuses...” | Q4 2024 Jan 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DSGR.(6 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.
