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 |
|---|---|---|---|
“The Harding Loevner Global Small Companies Equity composite returned 8.05% net in Q2 2026, underperforming the MSCI All Country World Small Cap Index which returned 15.05%. Year-to-date, the composite...” | Q2 2026 Jul 28, 2026 | Preview | |
“Headwaters Capital declined 7.8% net in Q3 2023 versus the Russell Mid Cap's 4.7% decline, bringing YTD performance to +13.5% net versus +3.9% for the benchmark. Two themes dominated...” | Q3 2023 Oct 26, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $QLYS.(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.
