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 |
|---|---|---|---|
“Cicor: we first came across Swiss-listed Cicor when they acquired the defence assets of UK-based TT Electronics at a bargain price – we have been complaining about enterprising foreign buyers exploiting the UK's unpopularity to pick up strong assets on the cheap since 2016. If one can't...” | Q3 2025 Oct 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CICN.SW.
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.
