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 Fund exited Sandvik (SAND-SE, Sweden-based provider of mining, metal-cutting, and other industrial equipment and tools) due to full valuations and theses generally having played out.” | Q1 2026 Apr 21, 2026 | Preview | |
“Upslope delivered -5.1% in Q1 2025 but recovered strongly in April (+7%) following global trade policy realignments that favored the fund's positioning. The portfolio maintains...” | Q1 2025 Apr 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SAND.ST.(5 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.
