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 Compounding Tortoise delivered +5.64% in Q2 and +10.08% year-to-date, despite FX headwinds of 504 basis points. The core thesis...” | Q1 2025 Jul 11, 2025 | Preview | |
“The Compounding Tortoise delivered +5.64% in Q2 and +10.08% year-to-date, with FX being a notable drag of 504 basis points. The fund's core...” | Q1 2025 Jul 11, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LOTB.BR.(4 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.
