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 13D Activist Fund returned -10.17% in Q1 2025, underperforming the Russell 2000's -9.48% return. Manager Ken Squire...” | Q1 2025 Apr 5, 2025 | Preview | |
“Rathbones' Q3 2023 Investment Insights examines the artificial intelligence gold rush triggered by ChatGPT's launch, which has driven strong technology sector gains. The firm identifies...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WEN.
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.
