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 |
|---|---|---|---|
“Specifically, easyJet, a U.K.-based low-cost leisure airline, and Ultrapar, a Brazilian retail and commercial fuel distribution and storage business, both provided important performance contributions during the year.” | Q4 2023 Dec 31, 2023 | Preview | |
“Third Avenue Value Fund employs a contrarian value strategy, seeking companies trading at distressed valuations without actual financial distress. Manager Matthew Fine...” | Q3 2023 Oct 13, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $UGP.(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.
