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 |
|---|---|---|---|
“Diamond Hill Small Cap Fund outperformed the Russell 2000 Index in Q4 2023 and for the full year, delivering 15.49% quarterly returns and 23.22% annual returns. The fund employs...” | Q4 2023 Dec 31, 2023 | Preview | |
“Prosper Stars & Stripes returned -9.7% net in Q1 2025, underperforming due to positioning for pro-growth policies and small cap recovery that was derailed by aggressive tariff announcements on April 2nd. Policy uncertainty reached...” | Q1 2025 Apr 24, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RHP.(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.
