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 Conestoga SMid Cap Composite returned 13.26% net in Q4 2023, outperforming the Russell 2500 Growth Index return of 12.59%. For the full...” | Q4 2023 Dec 31, 2023 | Preview | |
“Conestoga's Mid Cap Composite declined 4.63% in Q4 2024, trailing the Russell Mid Cap Growth Index return of 8.14%, primarily due to not owning high-flying benchmark names like Palantir and AppLovin which surged over 100%. The unusual quarter...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JBT.(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.
