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 |
|---|---|---|---|
“Third Avenue Real Estate Value Fund delivered 23.27% returns in 2023 through concentrated exposure to residential and commercial real estate companies trading at discounts to private market values. The portfolio benefits...” | Q4 2023 Dec 31, 2023 | Preview | |
“Baron Focused Growth Fund surged 14.49% in Q4 2024, vastly outperforming its benchmark's 2.43% return, led by Disruptive Growth investments including Tesla and Spotify. The Fund's focus...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $AMH.(8 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.