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 |
|---|---|---|---|
“Assa Abloy acted as a positive contributor to the fund's absolute performance in the first half of fiscal year 2026.” | Q2 2026 Jun 30, 2026 | Preview | |
“Diamond Hill International Fund delivered strong performance in Q4 2023, returning 9.61% versus 9.75% for the MSCI ACWI ex-USA Index, bringing full-year returns to 18.12%. The fund benefited...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASSA-B.ST.(9 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.
