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 Weitz Multi Cap Equity Fund returned -2.06% in Q3 2023, outperforming the Russell 3000's -3.25% return. Year-to-date, the fund...” | Q3 2023 Oct 20, 2023 | Preview | |
“The Weitz Multi Cap Equity Fund delivered positive returns of 0.81% in Q1 2025, outperforming the Russell 3000's -4.72% decline during a challenging market environment. The AI trade...” | Q1 2025 Apr 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LICT.(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.
