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 |
|---|---|---|---|
“Mittleman Value Partners delivered 19% net returns in 2025 versus 17.9% for the S&P 500, but declined 4.59% in Q1 2026 due to USD strength and lack of commodity exposure. The highly global...” | Q1 2026 Apr 14, 2026 | Preview | |
“Distillate Capital's Q1 2025 letter addresses heightened market uncertainty from three major issues: unprecedented tariffs, AI technology doubts, and unsustainable government spending. The manager draws...” | Q1 2025 Apr 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VTRS.(12 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.
