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 |
|---|---|---|---|
“Reply is a Turin-headquartered IT services company that operates a federation of approximately 150 domain-specialist boutiques delivering consulting, systems integration, and digital transformation work to large enterprises across Europe and the United States. Reply operates in...” | Q2 2026 Jul 15, 2026 | Preview | |
“Diversified business and decentralized structure allow swift development of customized AI tools for specific industries.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $REY.MI.(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.
