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 |
|---|---|---|---|
“Neogen is a turnaround that is recovering from its disastrous merger with 3M's food safety business due to the actions of new management, non-core asset sales, de-leveraging.” | Q1 2026 Apr 29, 2026 | Preview | |
“Conestoga's Small Cap Growth strategy delivered strong first quarter performance, rising 12.26% net versus the Russell 2000 Growth Index return of 6.07%. The quarter began...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MMM.(5 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.
