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 |
|---|---|---|---|
“A enjoyed strong commercial demand and tight capacity for its parts and repairs. Its 2023 acquisition...” | Q2 2024 Jun 30, 2024 | Preview | |
“Giverny Capital delivered strong Q1 2024 performance with a 14.91% return, outperforming the S&P 500 by 435 basis points and extending a nearly 40% gain over the past year. Manager David Poppe...” | Q1 2024 Apr 12, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HEI.A.(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.
