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 |
|---|---|---|---|
“Third Avenue Real Estate Value Fund generated a 23.27% return in 2023, outperforming its benchmark by over 12%. The Fund maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Heartland Value Fund outperformed the Russell 2000 Value Index in Q3 2023, returning -1.02% versus -2.96% for the benchmark, bringing year-to-date performance to 4.88% versus -0.53% for the index. The managers maintain...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FNF.(6 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.
