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 |
|---|---|---|---|
“Detractors from Fund performance during the quarter included agricultural conglomerate Seaboard Corporation, pain drug company Collegium Pharmaceutical, and government contractor ICF International.” | Q4 2024 Jan 17, 2025 | Preview | |
“Third Avenue Small-Cap Value Fund returned -4.54% in Q1 2025, outperforming both small-cap value benchmarks amid global trade war uncertainty. Performance was led...” | Q1 2025 Apr 19, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SEB.(7 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.
