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 Carillon Eagle Small Cap Growth Fund focuses on high-quality small-cap growth companies positioned to benefit from secular trends despite challenging macro conditions. The fund's core...” | Q3 2023 Sep 30, 2023 | Preview | |
“The FPA Queens Road Small Cap Value Fund returned -2.25% in Q3 2023, outperforming the Russell 2000 Value Index's -2.96% return. The fund acquired...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LTHM.
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.