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 |
|---|---|---|---|
“Realty Income served as a defensive beneficiary amid geopolitical uncertainty in the quarter, as investors seeking stability turned to its long-term income-generating model from its real estate leases.” | Q1 2026 Apr 14, 2026 | Preview | |
“Parnassus Core Equity Fund returned 1.86% in Q2 2024, underperforming the S&P 500's 4.28% return primarily due to negative stock selection in Information Technology, despite maintaining a favorable overweight position. The fund's performance...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $O.(2 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.
