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 |
|---|---|---|---|
“Palm Valley Capital Fund returned 4.00% in Q4 2023 versus 15.12% for the S&P SmallCap 600, underperforming due to heavy Treasury bill positioning that averaged 80% for the year. The managers view...” | Q4 2023 Jan 1, 2024 | Preview | |
“Palm Valley Capital Fund delivered a 0.57% return in Q1 2025, outperforming the S&P SmallCap 600's -8.93% decline through defensive positioning and selective stock picking. The fund maintained...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MNRO.(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.
