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 |
|---|---|---|---|
“In 2023, Cleveland Cliffs made an unsolicited bid for competitor US Steel for $35 per share in cash and stock. US Steel had...” | Q2 2024 Jun 30, 2024 | Preview | |
“Third Point returned -3.7% in Q1 2025 as trade policy uncertainty dominated markets, culminating in the Liberation Day tariff announcement that caused the most violent selloff since Covid. The manager proactively...” | Q1 2025 Apr 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $X.(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.
