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 |
|---|---|---|---|
“Crossroads Capital delivered exceptional Q2 2025 performance with 36.9% net returns, bringing YTD returns to 26.1% and demonstrating the fund's ability to generate superior returns without owning mega-cap technology stocks. The quarter was...” | Q2 2025 Jun 30, 2025 | Preview | |
“Crossroads Capital delivered exceptional Q2 2025 performance with 36.9% net returns, driven primarily by Nintendo's record-breaking Switch 2 launch and AST SpaceMobile's continued execution on space-based cellular broadband. The fund's concentrated...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MRO.
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.
