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 |
|---|---|---|---|
“As of the end of Q1 2026, our top five positions were API Group (APG), Clarus Corp (CLAR), Correios de Portugal (CTT.LS), Horizon Kinetics Holding Corp (HKCH), and Pure Cycle Corp (PCYO). As a reminder,...” | Q1 2026 Apr 21, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HKCH.
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.
