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 |
|---|---|---|---|
“New positions were funded in part with proceeds of our sales of nutrition products provider BellRing Brands; baby clothes seller Carter's; and dispensers, closures and fasteners producer TriMas, which we find relatively less compelling than other opportunities.” | Q1 2023 Mar 31, 2023 | Preview | |
“Prosper Stars & Stripes returned -9.7% net in Q1 2025, underperforming due to positioning for pro-growth policies and small cap recovery that was derailed by aggressive tariff announcements on April 2nd. Policy uncertainty reached...” | Q1 2025 Apr 24, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TRS.
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.
