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 |
|---|---|---|---|
“East 72 Dynasty Trust returned +1.52% in Q1 2023, focusing on companies controlled by dynasties or families. The fund's thesis...” | Q1 2023 Mar 31, 2023 | Preview | |
“MacNicol expects 2025 to deliver positive but more muted returns than 2024's banner year, with elevated S&P 500 valuations at 30x forward earnings representing the primary market vulnerability. The firm anticipates...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $QS.(2 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.
