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 |
|---|---|---|---|
“The London Company's SMID Cap portfolio returned 5.0% gross in Q1 2023, outperforming the Russell 2500's 3.4% return through strong stock selection and zero exposure to troubled regional banks. The portfolio benefited...” | Q1 2023 Mar 31, 2023 | Preview | |
“The London Company's SMID Cap portfolio returned 5.0% gross in Q1 2023, outperforming the Russell 2500's 3.4% return through strong stock selection and zero exposure to regional banks. The manager emphasizes...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STOR.(1 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.
