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 |
|---|---|---|---|
“North Sky Capital reported one of their busiest third quarters, with significant increases in investment opportunities across sustainable infrastructure and impact secondaries. The firm is...” Co-mentioned:$AAPL | Q3 2023 Sep 30, 2023 | Preview | |
“Massif Capital's Real Assets strategy returned -2.69% net in Q1 2023, with performance driven primarily by short book weakness (-5.6%) versus long book gains (+3.5%). The portfolio maintains...” Co-mentioned:$EQX.TO | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LAC.(1 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.
