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 |
|---|---|---|---|
“Sandbrook Capital runs a long/short SMID cap strategy with current focus on consumer and software opportunities. January performance was...” | Q4 2023 Feb 2, 2024 | Preview | |
“Sandbrook Capital delivered strong March performance through successful earnings trades, with OKTA long, CRWD short, and ZGN long contributing most to gains. The fund maintains...” | Q1 2025 Apr 7, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ZGN.
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.
