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 |
|---|---|---|---|
“Titon holdings is a 1.4% core holding with £10m market cap and £3.5m net cash. Rockwood/Harwood holds a...” | Q2 2026 Jul 8, 2026 | Preview | |
“Holding Portfolio Weighting 2.9%, Rockwood ISC Stake 28.0%, EV/Ebitda est. '25 P/B 0.5x, Market Cap £9m, Net Cash £2m. Titon Chair: Jamie...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TON.L.(2 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.
