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 |
|---|---|---|---|
“Protean Select returned 0.5% in April and 2.1% year-to-date, celebrating its third anniversary with a 28.2% cumulative return and 8.6% CAGR since inception. April proved highly...” | Q1 2025 Apr 1, 2025 | Preview | |
“We also covered our long-held short in white goods manufacturer Electrolux, thinking they would possibly be a net beneficiary of the tariffs, since cheap Asian imports have been causing price pressure and taking share for a long time. The quarterly results...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ELUX-B.ST.(1 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.
