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 |
|---|---|---|---|
“Greenfire Resources ($GFR.TO) is an energy holding focused on thermal oil sands development in Western Canada.” | Q2 2026 Sep 4, 2026 | Preview | |
“Silver Beech Capital delivered a -2.8% return in Q1 2025, outperforming both the S&P 500 (-4.3%) and Russell 2000 (-9.5%) during a period of significant market turbulence. Since inception, the...” | Q1 2025 Jun 16, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GFR.TO.
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.