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 |
|---|---|---|---|
“Technology fund outperformed benchmark despite semiconductor weakness, driven by strong performance in Universal Music and Black Knight. Added Keyence for...” | Q3 2023 Sep 30, 2023 | Preview | |
“London Company's SMID Cap portfolio slightly underperformed in Q3 due to lack of Energy exposure, but added compelling new positions in Vail Resorts, Waters Corporation, Zebra Technologies, and Casella Waste Systems. Despite macro uncertainty...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKI.(4 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.