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 |
|---|---|---|---|
“Mountain Vista maintains a neutral outlook following Q2's extreme volatility triggered by President Trump's Liberation Day tariff announcement. While the S&P...” | Q1 2025 Jul 8, 2025 | Preview | |
“Militia Capital delivered 13.2% returns in the first two months of 2024, significantly outperforming the S&P 500's 6.9% gain, with 1% from longs and 12.2% from shorts. The fund is...” Co-mentioned:$ARKK | Q1 2024 Mar 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IWM.(3 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.
