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 |
|---|---|---|---|
“The FPA Crescent Fund declined 0.20% in Q1 2025 but gained 7.37% over the trailing twelve months, outperforming its 67.8% average net risk exposure. The fund spoke...” | Q1 2025 Apr 23, 2025 | Preview | |
“FPA Crescent Fund gained 1.05% in Q4 2024 and 13.96% for the full year, with returns of 79.8% of the global market despite lower net risk exposure of 69.2%. The fund's contrarian...” | Q4 2024 Jan 28, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HEIO.AS.(2 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.
