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 Mairs & Power Small Cap Fund returned 7.25% in 2024, slightly underperforming its benchmark but demonstrating positive stock selection. The fund focuses...” | Q4 2024 Dec 31, 2024 | Preview | |
“Roubaix Capital's Stars & Stripes fund delivered -3.9% in December 2024, outperforming the Russell 2000's -8.3% decline through strong short book performance. The long/short strategy...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $KNF.(11 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.
