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 |
|---|---|---|---|
“Brazilian pulp and paper producer Suzano underperformed as weaker global hardwood pulp prices and cautious demand from Chinese paper producers weighed on earnings expectations. Investor sentiment was...” | Q2 2026 Jun 30, 2026 | Preview | |
“Suzano (Exit): We exited Brazilian paper and pulp producer at a point in the cycle where the margin of safety has narrowed. Q1 2026 export...” | Q2 2026 Jun 30, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SUZ.(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.
