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 |
|---|---|---|---|
“Weitz Partners III outperformed in Q3 with quality-focused strategy paying off. Liberty Broadband and...” | Q3 2023 Oct 20, 2023 | Preview | |
“Trump 2.0's unprecedented tariff policies created massive market volatility and recession fears, with rates reaching 145% on China trade. This dislocation presents...” | Q1 2025 Apr 18, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SIRI.(12 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.