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 |
|---|---|---|---|
“Davis New York Venture Fund returned 25.38% in the first seven months of 2023, coinciding with the burst of the easy-money bubble that began during the financial crisis. The portfolio trades...” | Q3 2023 Jul 31, 2023 | Preview | |
“Davis New York Venture Fund returned 30.00% in 2023, outperforming the S&P 500 by four percentage points as markets began unwinding the free money era that persisted since 2008-2009. The fund is...” | Q1 2024 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DANSKE.CO.(2 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.
