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 |
|---|---|---|---|
“At the beginning of 1Q23 we fully exited ITMG IJ (4%), an Indonesian coal producer, as the spot price of coal was decreasing rapidly from its peak of $400/tonne to $160/tonne, note that at the end of 2019 coal was trading at $60/tonnes, recognising profits of 2x.” | Q1 2023 Apr 14, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ITMG.JK.
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.
