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 |
|---|---|---|---|
“Held as part of the secular investment theme focusing on the U.S. housing shortage, including seniors' housing.” | Q2 2025 Jul 15, 2025 | Preview | |
“Mortgage purchase activity appears to have bottomed in the past two years, with consolidation resulting in more favorable margins for remaining providers.” | Q3 2025 Oct 20, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LDI.(2 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.
