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 |
|---|---|---|---|
“Silver Ring Value Partners maintains a highly disciplined, patient value investing approach, opting to hold 29% cash rather than compromise on strict quality standards. The manager is...” | Q4 2023 Oct 30, 2023 | Preview | |
“Weitz Multi Cap outperformed in Q3 despite negative returns, driven by quality businesses navigating uncertain conditions. Liberty Broadband and...” | Q3 2023 Oct 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LILAK.(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.