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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Third Avenue Small Cap Value Fund Matthew Fine, CFA and Jason Wolf, CFA | “Five Point Holdings controls valuable, supply-constrained coastal California real estate but previously suffered from high overhead and poor corporate communication. Under new leadership, the company has successfully slashed costs by over 50%, accelerated land sales, paid down debt, and re-initiated core development projects, making its deeply discounted shares highly attractive.” | BULL | Q4 2024 Jan 17, 2025 | View Pitch |
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.
