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 |
|---|---|---|---|
“Fund declined 12% in Q1 as tariff volatility pressured top holdings PAR, KKR, and Cellebrite. Manager used weakness...” | Q1 2025 Apr 1, 2025 | Preview | |
“Liberty Park outperformed the Russell 2000 by nearly 600 basis points in Q1 2025 despite Trump's tariff announcements creating market volatility. Strong short alpha...” | Q1 2025 Apr 17, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKTI.(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.