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 |
|---|---|---|---|
“Hourglass Capital delivered 17.2% net returns in 2024, outperforming the Russell 1000 Value Index despite maintaining conservative positioning in an environment dominated by growth-at-any-price investing. The manager maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“Pelican Bay Capital Management's Concentrated Value portfolio underperformed in Q4 2024, declining 5.5% versus the Russell 1000 Value Index's 2.5% decline, as market breadth narrowed toward AI and Magnificent Seven stocks. The primary detractor...” | Q4 2024 Jan 21, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TPR.(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.
