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 |
|---|---|---|---|
“GSK (+14%) shares strengthened after the company reported full-year 2025 results showing solid revenue and profit growth, driven primarily by strong performance in its Specialty Medicines portfolio, including oncology, HIV and respiratory treatments.” | Q1 2026 May 11, 2026 | Preview | |
“This stock is held within the fund's top ten holdings as of April 30, 2026, but received no specific commentary or investment analysis in this period's manager letter.” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GSK.L.(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.
