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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Longleaf Partners Small-Cap Fund Southeastern Asset Management, Inc. | “The Fund's holding in Kodak's convertible preferred security acted defensively and performed well due to Kodak's significantly overfunded pension. Strategic structural changes to this asset are expected to generate ample cash flow to redeem the security by its 2026 maturity.” | BULL | Q4 2024 Jan 1, 2025 | View Pitch |
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.
