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 |
|---|---|---|---|
“Longleaf Partners International Fund delivered 12.30% returns in Q1 2023, outperforming the FTSE Developed ex North America Index's 8.05% return. The concentrated portfolio...” | Q1 2023 Mar 31, 2023 | Preview | |
“The Oakmark International Small Cap Fund returned 3.8% in Q2 2023, outperforming its benchmark by 330 basis points. The quarter was...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $APPS.MC.(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.
