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 |
|---|---|---|---|
“Horos Asset Management delivered strong Q1 2025 returns of 5.0% for their international fund and 11.3% for their Iberian fund, though the quarter was dominated by two major market disruptions. First, Chinese AI...” | Q1 2025 Apr 1, 2025 | Preview | |
“Increased position following Bondalti's announcement to lower the takeover acceptance threshold from 75% to 50%, which significantly reduces deal-failure risk.” | Q4 2025 Jan 1, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ECR.MC.
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.
