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 |
|---|---|---|---|
“We have established a significant position in Under Armour, Inc., the Baltimore-based athletic apparel and footwear company. While the business...” | Q1 2026 Mar 6, 2026 | Preview | |
“Emeth Value Capital delivered 28.51% net returns in 2024, outperforming the MSCI ACWI by 12.08%. The fund maintains...” | Q4 2024 Feb 7, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $UA.(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.
