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 |
|---|---|---|---|
“Palm Harbour Capital gained 1.86% gross in Q3 2023, bringing inception-to-date returns to 40.5% total or 7.9% annualized. The manager maintains...” | Q3 2023 Sep 30, 2023 | Preview | |
“A highly successful investment (+87% return over a two-year holding period), but the manager strongly criticizes the controlling family's tender offer and subsequent merger with Hansa, describing it as a poor deal for minority shareholders.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OCN.L.
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.
