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 2.21% in Q1 2025 but demonstrated resilience by outperforming the index during volatile periods, particularly after Trump's Liberation Day announcements. The fund maintains...” | Q1 2025 Apr 1, 2025 | Preview | |
“Longleaf Partners International Fund returned -11.20% in Q4 and -1.99% for 2024, trailing relevant indexes amid stark underperformance of international markets versus the US. The fund's underperformance...” | Q4 2024 Jan 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLB.L.(3 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.
