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 | |
“Palm Harbour Capital delivered +4.4% net returns in Q3 2024, bringing YTD performance to +13.5%. The fund maintains...” | Q3 2024 Sep 26, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PORT3.SA.(1 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.
