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 |
|---|---|---|---|
“Dye & Durham also contributed positively, reflecting the strategy's focus on short-dated, well-protected capital structures. The company had...” | Q1 2026 Mar 31, 2026 | Preview | |
“We also added to our positions in Advance Auto Parts (2% at $48.503), Credit Acceptance (3% at $428.12), Dye & Durham (1% at C$9.797), and Link Administration (2% at A$1.202).” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DND.TO.(8 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.
