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 |
|---|---|---|---|
“River Oaks Capital focuses exclusively on underfollowed micro cap and small cap companies under $1 billion market capitalization, employing a deep value approach with extensive due diligence including in-person management meetings. The fund's five-year...” | Q4 2024 Dec 31, 2024 | Preview | |
“Held position under the 'Excessive Discount' strategy.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GFP.(1 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.
