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 |
|---|---|---|---|
“Nutrien: Shares came under pressure from the potential end of the war in Iran and the reopening of the Strait of Hormuz that would lower commodity prices.” | Q2 2026 Jul 28, 2026 | Preview | |
“We also exited several positions, including Materials holding Nutrien, which has faced pricing challenges... Nutrien has been...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NTR.(10 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.
