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 |
|---|---|---|---|
“The 13D Activist Fund returned 0.76% net in Q4 2024, outperforming the Russell 2000's 0.33% return. The fund has...” | Q4 2024 Jan 13, 2025 | Preview | |
“Cooper Investors delivered 9.51% returns in Q1 2023 versus 8.65% for the benchmark, driven by strong performance from Salesforce, Booking Holdings, and Rentokil Initial. The fund focuses...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FTR.
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.
