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 |
|---|---|---|---|
“ROCKLINC Partners Fund delivered 6.2% year-to-date returns through concentrated holdings in infrastructure, technology, and precious metals. With 33% cash...” | Q2 2023 Jun 30, 2023 | Preview | |
“Parnassus Value Equity Fund underperformed in Q2 due to Healthcare stock selection but maintains conviction in its concentrated large cap value strategy. The fund is...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BEP.(3 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.