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 |
|---|---|---|---|
“Cedar Grove Capital delivered strong Q4 2024 performance of 21.0% versus 2.5% for the S&P 500, ending the year with 38.5% returns in their first year under a new multi-strategy mandate. The fund combines...” | Q4 2024 Jan 2, 2025 | Preview | |
“One of the 'spicier' names in the portfolio (about a 5% position). A leading supplier...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RCAT.
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.
