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 |
|---|---|---|---|
“This section would not be complete without an update on our largest portfolio holding, Zegona Communications, whose shares have performed quite well year-to-date as the company executes a large share buyback. Following the sale...” | Q1 2026 Apr 28, 2026 | Preview | |
“Alluvial Fund delivered 16.4% net returns in 2024, outpacing benchmarks through steady performance amid volatile small-cap markets. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ZEGN.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.
