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 |
|---|---|---|---|
“In November, Hess Corporation, the fund's second largest holding, agreed to merge with US energy giant Chevron. The combined entity...” | Q4 2023 Dec 31, 2023 | Preview | |
“The London Company Large Cap portfolio gained 7.5% net in Q4 2023, underperforming the Russell 1000 Index return of 12.0% primarily due to stock selection and sector exposure. The underperformance was...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HES.(14 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.
