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 |
|---|---|---|---|
“Madison Small Cap Fund significantly underperformed in Q3 2025, declining 1.3% while the Russell 2000 gained 12%. The underperformance stemmed...” | Q1 2023 Mar 31, 2023 | Preview | |
“Madison Small Cap Fund significantly underperformed in Q3 2025, declining 1.3% while Russell 2000 gained 12%. The underperformance stemmed...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GMS.(5 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.
