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 |
|---|---|---|---|
“Our investments in Altria and Philip Morris have done well since our first purchase in 2024.” | Q4 2024 Jan 20, 2025 | Preview | |
“The Frank Value Fund returned -2.32% in Q1 2025, slightly underperforming the Russell Midcap Value Index at -2.11%, but has significantly outperformed since integrating catalyst-unlocking value strategy in January 2022. Following Trump Administration...” | Q1 2025 Apr 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MO.(16 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.
