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 |
|---|---|---|---|
“Aaron Sallen's Merion Road Small Cap Fund returned 0.6% in Q2 2024, outperforming the Russell 2000's -3.3% decline. The portfolio benefited...” | Q2 2024 Jul 1, 2024 | Preview | |
“The Gabelli ABC Fund returned 1.47% in Q4 2024 and 7.89% for the full year, focusing on arbitrage strategies and event-driven investments. Global M&A activity...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NAPA.
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.
