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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Van Der Mandele Arar Fund Joost van der Mandele | “Loyal readers might notice we already discussed Deutsche Rohstoff, and they are right! We actually held Deutsche Rohstoff, and sold out early in January 2026 (regrettably!). The stock w” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
Van Der Mandele Arar Fund Joost van der Mandele | “Loyal readers might notice we already discussed Deutsche Rohstoff, and they are right! We actually held Deutsche Rohstoff, and sold out early in January 2026 (regret...” | BULL | Q2 2026 Aug 18, 2026 | View Pitch |
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.
