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 |
|---|---|---|---|
“Patrick Industries, a supplier of components to the recreational-vehicle, marine, and manufactured-housing markets, was pressured by soft cyclical end-markets and higher interest rates.” | Q2 2026 Jul 11, 2026 | Preview | |
“Fidelity Small Cap Discovery Fund returned -7.22% in Q2 2024, underperforming the Russell 2000 Index which declined 3.28%. The underperformance was...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PATK.(4 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.
