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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Third Avenue International Real Estate Value Fund Quentin Velleley, CFA | “Glenveagh Properties continues to benefit from a positive backdrop in Dublin with rising home prices and scale efficiencies that drive higher operating margins. The homebuilder has solid fundamentals, a strong management team, and low net debt, supporting recent guidance of 15% earnings per share growth for 2025.” | BULL | Q4 2024 Jan 21, 2025 | View Pitch |
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.
