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 |
|---|---|---|---|
“In the fourth quarter, we also exited three positions: American Equity Life (ahead of the closing of its acquisition by Brookfield Reinsurance); STAAR Surgical; and Silk Road Medical.” | Q4 2023 Dec 31, 2023 | Preview | |
“TimesSquare Capital Management's U.S. Small Cap Growth Strategy outperformed the Russell 2000 Growth Index in Q2 2024, returning -1.83% net versus the benchmark's -2.92%. The portfolio benefited...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SILK.(3 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.
