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 |
|---|---|---|---|
“Vulcan Value Partners delivered strong 2024 performance with Focus and Focus Plus strategies leading returns at 26.6% and 28.3% respectively. The firm maintained...” | Q4 2024 Dec 31, 2024 | Preview | |
“Vulcan Value Partners delivered strong performance in 2024 with Focus Plus returning 27.5% net, significantly outperforming benchmarks. The firm maintained...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RE.(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.
