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 |
|---|---|---|---|
“Atai Capital declined 2.5% in Q1 2025, outperforming broader small-cap indices amid significant tariff-related market volatility following Liberation Day. The manager established...” | Q1 2025 May 20, 2025 | Preview | |
“Gehlen Bräutigam Capital returned -2.59% in Q3 2023, bringing the fund's inception-to-date annualized return to 2.28%. The managers believe...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EN7.ST.
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.
