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 |
|---|---|---|---|
“We also benefited from two companies that got acquired: Distribution Solutions Group (DSGR) and the Japanese Leopalace21 (8848 JP).” | Q3 2026 Oct 1, 2026 | Preview | |
“The stock is a principal position for the fund, representing a sizable 5.8% allocation in the concentrated portfolio.” | Q2 2026 Jul 1, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DSGR.(7 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.
