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 |
|---|---|---|---|
“Longleaf Partners Global Fund declined 3.45% in Q3, matching the FTSE Developed Index amid risk-off sentiment driven by persistent inflation, higher rates, and weak Chinese economy. The fund maintains...” | Q3 2023 Oct 1, 2023 | Preview | |
“Longleaf Partners International Fund returned 7.40% in Q4 and 17.42% for 2023, driven by strong performance across European investments while Asia allocation created relative drag. New co-portfolio managers...” | Q4 2023 Jan 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLB.(2 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.
