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 |
|---|---|---|---|
“Immersion Investment Partners delivered 22.3% net performance in Q2 2023 versus 5.2% for the Russell 2000, with broad-based contributions from half their positions. The managers largely...” | Q2 2023 Jun 30, 2023 | Preview | |
“Cove Street Capital's small-cap value fund delivered strong Q2 2023 performance with a 14.8% quarterly return, driven by concentrated positions in undervalued companies with specific catalysts. The manager emphasizes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MPAA.
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.
