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 |
|---|---|---|---|
“Outside of this, we have 8% of the fund invested in nuclear energy with 4% in physical uranium held through the Sprott Uranium Trust and Yellowcake and 4% invested in ERA and Berkeley which own two of the world's largest and highest quality undeveloped uranium orebodies. The uranium price...” | Q4 2023 Dec 31, 2023 | Preview | |
“Packer & Co's Investigator Trust returned 11% for the financial year, underperforming the Australian market's 15% and global markets' 23% return. The manager believes...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BKY.AX.
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.
