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 |
|---|---|---|---|
“Detractors from Fund performance during the quarter included agricultural conglomerate Seaboard Corporation, pain drug company Collegium Pharmaceutical, and government contractor ICF International.” | Q4 2024 Jan 17, 2025 | Preview | |
“Third Avenue Small-Cap Value Fund delivered strong performance in 2023, returning 21.88% versus 14.65% for the Russell 2000 Value Index, driven by the manager's focus on conservative, fundamental investing in undervalued small-cap companies. The fund benefited...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ICFI.(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.
