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 sold our shares of entertainment company Live Nation Entertainment in favor of more compelling opportunities.” | Q1 2023 Mar 31, 2023 | Preview | |
“Vulcan Value Partners reported a -4.1% net return for Q1 2025 as market volatility returned amid uncertainty about the Trump administration's tariff policies. While management teams...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LYV.(28 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.
