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 |
|---|---|---|---|
“Within global small cap, we added precious metals asset manager Sprott, a gold streaming company, and developer Skeena for gold exposure across different business models.” | Q1 2026 Mar 31, 2026 | Preview | |
“Sprott Inc. Surging gold prices boosted assets under administration and inflows at Sprott, drove record quarterly royalty revenues at OR Royalties, and supported strong operational momentum and higher dividends at Agnico Eagle.” | Q1 2026 Apr 29, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SII.TO.
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.
