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 |
|---|---|---|---|
“The Gabelli ABC Fund focuses on arbitrage strategies and event-driven situations including announced mergers, spin-offs, split-ups, liquidations, and reorganizations. For Q1 2025,...” | Q1 2025 Mar 31, 2025 | Preview | |
“180 Degree Capital reported a Q1 2025 NAV decline of 4.7% to $4.42 per share, primarily due to expenses related to their proposed business combination with Mount Logan Capital. The fund's public...” | Q1 2025 May 19, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IVAC.(2 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.
