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 |
|---|---|---|---|
“A negative contributor for the month, detracting -1.3%.” | Q2 2025 Jun 30, 2025 | Preview | |
“Delivered solid FY25 results, but SCAF is strongly opposed to SXL entering a scheme of arrangement with Seven West Media, viewing it as a 'nil-premium reverse takeover' that exploits ASX loopholes to deny shareholder votes.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SXL.AX.(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.
