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 |
|---|---|---|---|
“Secure Trust Bank largely played out as expected, with an 86% gain. The strategy reset...” Co-mentioned:$RR.L | Q1 2026 Apr 13, 2026 | Preview | |
“Rockwood Strategic employs a specialist value investing approach targeting UK small companies under £250m market cap, leveraging market inefficiencies where hard work and skill generate superior returns. The fund targets...” | Q1 2025 May 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STV.L.(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.
