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 |
|---|---|---|---|
“Look at the stock price of Target Hospitality (TH), as another example of how things are/might change from changing relationships with government spending. ” If you...” | Q4 2024 Dec 31, 2024 | Preview | |
“Liberty Park underperformed in Q4 as shorts rallied with rate-sensitive stocks, but the manager sees compelling opportunity in small caps trading at 13x P/E versus 19x for large caps. Historical data suggests...” | Q4 2023 Jan 16, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TH.
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.