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 |
|---|---|---|---|
“And yet, through a cross-shareholding with the controlling family's holding company, Sonagi had an indirect economic interest of more than 7% in the third largest exporter in Portugal: Navigator, a pulp and paper company that accounts for more than 1% of Portugal's GDP...” | Q2 2023 Jul 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NVG.LS.
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.
