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 |
|---|---|---|---|
“1 Main Capital Partners returned -3.6% net in Q1 2025, outperforming both the S&P 500 (-4.3%) and Russell 2000 (-9.5%) during a period of market turbulence. The Fund maintains...” | Q1 2025 Apr 1, 2025 | Preview | |
“Identified as one of 1MC's top five positions at quarter-end, which collectively represent 70% of total capital.” | Q2 2025 Aug 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WATR.L.
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.
