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 |
|---|---|---|---|
“Baron Small Cap Fund declined 9.07% in Q1 2025 but outperformed the Russell 2000 Growth Index by 205 basis points. The quarter began...” | Q1 2025 Mar 31, 2025 | Preview | |
“Thornburg's Small/Mid Cap Core Fund delivered strong Q2 performance, returning 10.54% versus 8.59% for the Russell 2500 Index, recovering from early April selloffs sparked by Trump administration tariff policies. The managers maintain...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RPAY.
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.
