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 |
|---|---|---|---|
“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 | |
“Distillate Capital continues to see significant opportunity in equities through selective investing that avoids two major risks: elevated debt levels in small caps combining with higher rates to eat into profits, and stretched valuations among large expensive stocks that are depressing overall market attractiveness. The firm's U.S....” | Q3 2023 Oct 11, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ETSY.(14 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.
