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 |
|---|---|---|---|
“In the last week of the quarter, we re-initiated a position in PTTEP TB (1.5%), a new holding in BCP TB (1.5%) and MEDC IJ (4.5%), increased our weighting in HIBI MK from 4% to 6%, and VEB MK from 3% to 5%, and exited PGAS IJ (2%) to fund these positions. Our timing proved...” | Q1 2023 Apr 14, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BCP.BK.
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.
