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 |
|---|---|---|---|
“REQ Capital manages two funds focused on acquisition-driven compounders that demonstrate exceptional capital allocation through dual growth engines of organic expansion and acquisitions. The REQ Global...” | Q2 2024 Jun 30, 2024 | Preview | |
“Faced several quarters of weaker organic growth.” | Q2 2025 Jul 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NIBE-B.ST.(1 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.
