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 |
|---|---|---|---|
“Results were broad-based and included notable gains from several long-term holdings like Bel Fuse, Butler National, and Monarch Cement.” | Q2 2026 Jul 23, 2026 | Preview | |
“Alluvial Fund delivered a strong 6.5% return in Q1 2025, significantly outperforming small-cap benchmarks amid a challenging environment marked by tariff uncertainty and declining business confidence. The fund's performance...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MCEM.(2 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.
