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 |
|---|---|---|---|
“Baron Focused Growth Fund declined 7.95% in Q1 2025, outperforming the Russell 2500 Growth Index which fell 10.80%. The fund's Real/Irreplaceable...” | Q1 2025 Mar 31, 2025 | Preview | |
“Maple Tree Capital's Heartwood fund returned 2.44% in Q3 2024, exceeding guidance of -3.00% to 1.00% but underperforming the S&P 500's 5.89%. Since inception in...” | Q3 2024 Oct 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $KKD.
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.
