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 first trim was to manufactured housing company Legacy Housing (LEGH) in mid-July at around $27.36 per share. I took a...” | Q3 2026 Oct 1, 2026 | Preview | |
“Bailard's Small Cap Value Strategy delivered -3.21% net returns in Q2 2024, outperforming the Russell 2000 Value Index by 44 basis points. Small cap value...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LEGH.
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.
