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 |
|---|---|---|---|
“This document presents Diamond Hill's Small-Mid Cap and Mid Cap composite holdings and performance data as of March 31, 2023. The Small-Mid Cap...” | Q1 2023 Mar 31, 2023 | Preview | |
“Diamond Hill's Small Cap Strategy outperformed the Russell 2000 Index in Q4 2024 and for the full year, generating net returns of 0.96% and 13.29% respectively. The portfolio benefited...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SANM.(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.
