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 |
|---|---|---|---|
“Icahn Enterprises reported a Q1 2023 net loss of $270 million compared to net income of $323 million in the prior year, with Adjusted EBITDA declining to $116 million from $616 million. The energy segment...” | Q1 2023 May 10, 2023 | Preview | |
“Icahn Enterprises reported Q4 2023 net loss of $139 million, an improvement from $255 million loss in Q4 2022, with Adjusted EBITDA of $9 million versus negative $75 million prior year. The company's indicative...” | Q4 2023 Feb 28, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $UAN.(7 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.
