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 |
|---|---|---|---|
“Ariel Global Fund returned +3.32% in Q2 2023, trailing the MSCI ACWI Index's +6.18% gain as growth stocks significantly outperformed value names. The fund's investment...” | Q2 2023 Jun 30, 2023 | Preview | |
“Sold off in October after issuing a significant guidance cut, driven in part by tariff-induced margin pressure.” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MGDDY.
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.
