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 |
|---|---|---|---|
“180 Degree Capital's Q1 NAV declined 4.7% due to merger expenses, but the public portfolio outperformed significantly. The proposed Mount...” | Q1 2025 May 19, 2025 | Preview | |
“Small-cap value manager sees opportunity in current market dislocation, adding to electrical distributor Wesco positioned for infrastructure spending tailwinds. Despite Q1 underperformance,...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RFIL.
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.