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 |
|---|---|---|---|
“We trimmed several positions in the quarter as they grew in size: Interdigital (IDCC); Farmer Mac (AGM); and Ciena (CIEN).” | Q1 2025 Mar 31, 2025 | Preview | |
“Bumbershoot returned 5.65% in 2024 despite December volatility, maintaining positions in quality businesses across technology, healthcare and fertilizers. Manager questions AI...” | Q4 2024 Mar 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AGM.(1 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.