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 |
|---|---|---|---|
“Brookfield Renewable operates one of the world's largest clean energy portfolios at 47 GW with a 227 GW development pipeline, and has secured landmark power purchase agreements with Microsoft (10.5 GW—the largest renewable energy deal in history) and Google (3 GW of hydroelectric power—the largest hydro PPA ever). These deals directly...” | Q1 2026 May 11, 2026 | Preview | |
“Meridian Contrarian Fund outperformed in Q4 2024 with a 1.70% return, driven by contrarian bets on The Honest Company's profitability turnaround, Mirion Technologies' nuclear power tailwinds, and Planet Labs' defense sector opportunity. The concentrated 50-75...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BEPC.(5 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.