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 |
|---|---|---|---|
“Kathmandu Capital generated a -1.72% return in Q1 2025, outperforming the S&P 500's -4.62% decline. The fund believes...” | Q1 2025 May 26, 2025 | Preview | |
“Kathmandu Capital delivered 17.80% net returns in Q1 2024, significantly outperforming benchmarks, driven primarily by oil and gas positions amid rising crude prices. The fund maintains...” | Q1 2024 Apr 5, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VU.PA.(3 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.
