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 |
|---|---|---|---|
“The Weitz Multi Cap Equity Fund returned -0.57% in Q4 2024 versus +2.63% for the Russell 3000, bringing full-year returns to +15.80% versus +23.81% for the benchmark. The quarter was...” | Q4 2024 Dec 31, 2024 | Preview | |
“Distillate Capital's Q1 2025 letter addresses heightened market uncertainty from three major issues: tariffs and macroeconomic policies, AI technology doubts, and unsustainable government spending. The firm's U.S....” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VRSN.(5 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.
