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 |
|---|---|---|---|
“We sold Sodexo and Partners Group to allocate capital into even better businesses with larger margins of safety. Both remain discounted...” | Q2 2026 Jun 30, 2026 | Preview | |
“Sold amid the tariff-related sell-off to reallocate capital to other businesses with larger margins of safety.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PGPHF.(3 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.
