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 |
|---|---|---|---|
“Lyrical's value strategy underperformed in 1Q26 despite strong earnings growth from 92% of holdings, as valuation compression offset fundamental gains. Portfolio trades at...” | Q1 2026 Apr 16, 2026 | Preview | |
“Ravenscroft adapts to market structure changes from passive investing dominance while maintaining long-term thematic conviction. Q1 volatility from...” | Q1 2025 Apr 17, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EBAY.(13 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.