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 |
|---|---|---|---|
“FPA Crescent Fund gained 7.52% in Q4 2023 and 20.27% for the full year, capturing 91.3% of the MSCI ACWI's return while maintaining 72.1% average net risk exposure. The fund reduced...” | Q4 2023 Jan 31, 2024 | Preview | |
“FirstEnergy highlighted elevated energy costs, driven in part by spending on new AI datacenters, with PJM capacity auction prices clearing 22% higher than the previous year.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FE.
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.
