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 |
|---|---|---|---|
“This document presents Diamond Hill's Small-Mid Cap and Mid Cap composite holdings and performance data as of March 31, 2023. The Small-Mid Cap...” | Q1 2023 Mar 31, 2023 | Preview | |
“Both Graham holdings and Orion Group declined after announcing via their quarterly earnings reports that their revenue and full-year guidance had missed analyst expectations. Similarly, Hanesbrands' share...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HBI.(6 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.
