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 Asset Management's U.S. Value Equity strategy underperformed in 1Q26, declining 6.7% net versus the S&P 500's 4.3% decline. Despite excellent fundamental...” | Q1 2026 Apr 16, 2026 | Preview | |
“Ravenscroft's Q1 2025 commentary reflects on significant market evolution driven by Trump's tariff policies and structural changes from passive investing dominance. The firm maintains...” | 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.
