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 |
|---|---|---|---|
“The specialist card retailer is positioned as a top long holding, reflecting confidence in its cash generation and resilient retail footprint.” | Q1 2025 Mar 31, 2025 | Preview | |
“Kernow delivered +23% returns in 2024, significantly outperforming the UK market's +9% through concentrated contrarian positioning in UK equities. The strategy combines...” | Q4 2024 Dec 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CARD.L.(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.
