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 |
|---|---|---|---|
“Cedar Grove's multi-strategy approach delivered 465bp outperformance in Q1 despite Trump tariff volatility. Successful LENSAR trade...” | Q1 2025 Apr 6, 2025 | Preview | |
“Grey Owl maintains constructive all-season positioning as inflation reaccelerates through 2025 first half, transitioning from stagflation to quasi-stagflation. Portfolio emphasizes commodities,...” | Q4 2024 Jan 24, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TLT.(5 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.