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 |
|---|---|---|---|
“Take Games Workshop's cult following of its figurine-based wargames, or the colourful world of the tens of thousands of drinks you can order at a Dutch Bros coffee stop.” | Q2 2026 Jul 29, 2026 | Preview | |
“Games Workshop, a British company which makes high-quality plastic miniatures for tabletop gaming, all based on the lore from its Warhammer and Warhammer 40,000 universes (link).” | Q2 2023 Jul 5, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GAW.L.(8 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.
