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 |
|---|---|---|---|
“International Consolidated Airlines Group faced pressure in March as oil's sharp move and the 'risk-off' tone hit economically-sensitive transport names simultaneously.” | Q1 2026 Apr 17, 2026 | Preview | |
“The Polaris International Equity Composite gained 5.72% in Q1 2025, underperforming the MSCI EAFE Index return of 7.01%. The Trump Administration's...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IAG.L.(4 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.
