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 |
|---|---|---|---|
“White Brook Capital's middle-cap focused fund had a forgettable 2024 but expects significant improvement in 2025 as portfolio companies preannounced strong fourth quarter results and provided constructive guidance. The fund's core...” | Q4 2024 Jan 1, 2025 | Preview | |
“Minot Light Capital posted a -11.5% return in Q1 2025, outperforming the iShares Micro-Cap ETF (-14.7%) but underperforming the Russell 2000 (-9.5%) in an extremely volatile market environment. The managers view...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RPID.(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.
