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 |
|---|---|---|---|
“New positions in Palantir, Cameco and Pan American Silver reflected our preferences for practical Al deployment, fuel security – we think nuclear has a real shot of becoming the must-have fuel source of the future - and scarce real assets as silver's supply versus demand deficit continues to grow.” | Q1 2026 Apr 17, 2026 | Preview | |
“Provides diversified exposure to silver and gold across the Americas with production costs remaining around US$15 per ounce, supporting profitable production across multiple price environments.” | Q4 2025 Feb 19, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PAAS.
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.
