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 |
|---|---|---|---|
“We exited a small, brief and successful investment in Louisiana-Pacific after housing market optimism early in the year led the share price to approach our appraisal value.” | Q1 2026 Apr 16, 2026 | Preview | |
“The Sustainable Value Strategy outperformed its benchmark despite challenging conditions for small caps in Q2 2024. The Russell 2000's...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LPX.(9 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.