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 |
|---|---|---|---|
Palm Valley Capital ManagementWeight: 1.13% | “Reynolds Consumer Products ($REYN) represents 1.13% of the fund's portfolio.” | Q2 2026 Jul 1, 2026 | Preview |
“Palm Valley Capital Fund delivered a 0.57% return in Q1 2025, outperforming the S&P SmallCap 600's -8.93% decline through defensive positioning and selective stock picking. The fund maintained...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $REYN.(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.
