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 |
|---|---|---|---|
“Further they had a spat where they sharply reduced support to the giant of sneaker retailing (Foot Locker). The shoe retailers...” | Q4 2023 Dec 31, 2023 | Preview | |
“Acquired at a discount to book value during the April tariff panic and rapidly sold at a premium following Dick's Sporting Goods' purchase agreement, contributing 1.03 percentage points to first-half returns.” | Q2 2025 Jul 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FL.
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.
