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 |
|---|---|---|---|
“Received a takeover bid from LondonMetric Property, acting as a catalyst for a significant re-rating of the shares. Fully exited the...” | Q2 2025 Jul 1, 2025 | Preview | |
“Fully sold out of Urban Logistics after it received a takeover bid from LondonMetric Property, locking in a 56% return year-to-date.” | Q2 2025 Jul 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SHED.L.(2 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.
