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 |
|---|---|---|---|
“BlackRock Innovation and Growth Term Trust returned 1.01% on NAV during Q4 2024, underperforming the Russell 2500 Growth Index. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“Ruane Cunniff's Sequoia Strategy generated a 6.5% net return in Q2 2023, underperforming the S&P 500's 8.7% return but delivering 12.3% year-to-date versus the index's 16.9%. The firm executed...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LMCA.
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.