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 |
|---|---|---|---|
“Concentrated small-cap fund focused on tangible assets returned +8.79% in Q4. Largest holding RCI...” | Q4 2024 Jan 25, 2025 | Preview | |
“Concentrated small-cap fund focused on tangible assets underperformed in Q1 but maintains conviction in roll-up strategies. Top holding RCI...” | Q1 2025 May 6, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DSHK.(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.