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 |
|---|---|---|---|
“The FPA Queens Road Small Cap Value Fund returned 2.38% in Q4 2024 and 10.76% for the full year, outperforming the Russell 2000 Value Index. The fund focuses...” | Q4 2024 Jan 24, 2025 | Preview | |
“Exited due to business cycle pressures compounded by clouded long-term visibility.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SAIC.(1 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.
