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 |
|---|---|---|---|
“Cedar Creek Partners delivered 8.7% net returns in Q1 2025 while major indices declined, with the fund's microcap and expert market focus driving outperformance. The portfolio trades...” | Q1 2025 Apr 15, 2025 | Preview | |
“The fund tracks SLRC's reports to estimate the debt levels and revenue run rates of DeepIntent.” | Q2 2025 Jul 23, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SLRC.
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.
