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 Capital returned 0.38% in Q1 2025 versus -4.27% for the S&P 500, demonstrating the value of their multi-strategy approach during market stress. The fund's outperformance...” | Q1 2025 Apr 6, 2025 | Preview | |
“Grey Owl Capital Management maintains a constructive all-season strategy positioning amid an economic transition from stagflation to quasi-stagflation. The manager correctly...” | 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.
