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 |
|---|---|---|---|
“This stock is held as a large position in the portfolio but was not explicitly discussed in the commentary of this letter.” | Q4 2023 Oct 30, 2023 | Preview | |
“Silver Ring Value Partners maintains a disciplined value approach in Q1 2023, holding 28% cash due to lack of compelling opportunities rather than market timing. Manager Gary Mishuris...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OI.(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.
