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 |
|---|---|---|---|
“KCA outperformed benchmarks despite Corsa Coal bankruptcy, navigating tariff-driven volatility by maintaining defensive positioning in hard assets. Superior Industries faces...” | Q1 2025 Apr 14, 2001 | Preview | |
“Kingdom Capital delivered 18.19% net returns in Q3 2023, outperforming Russell 2000 by over 23%, driven by coal positions benefiting from 30% metallurgical coal price surge. The concentrated small-cap...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CRSXF.(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.