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 |
|---|---|---|---|
“ClearBridge International Growth EAFE Strategy underperformed in Q2 2023, primarily due to lower Japan exposure and growth focus during a value rally. Japan drove international...” | Q2 2023 Jun 30, 2023 | Preview | |
“Canadian Pacific Kansas City (CP) is a Class I railroad operating a freight rail network spanning approximately 20,000 miles across Canada, the United States, and Mexico. CPKC was created...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CP.TO.(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.
