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 |
|---|---|---|---|
“Pernas maintains elevated cash amid market fragility and historic valuations following Trump's Liberation Day tariffs. Three structural themes...” | Q1 2025 Apr 19, 2025 | Preview | |
“Horizon Kinetics capitalizes on AI-driven data center boom by owning resource suppliers rather than technology consumers. Massive infrastructure spending...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NUE.(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.