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 |
|---|---|---|---|
“Baron Growth Fund delivered strong Q3 2024 performance with an 11.15% return, outperforming the Russell 2000 Growth Index by 274 basis points. The outperformance was...” | Q3 2024 Sep 30, 2024 | Preview | |
“Baron Growth Fund gained 7.70% in Q4 2023, modestly trailing the Russell 2000 Growth Index's 12.75% return as the Federal Reserve's dovish pivot favored speculative stocks over the fund's high-quality growth focus. The fund's strategy...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GLPI.(4 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.
