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 |
|---|---|---|---|
“The manager sold the position around NZD 1.60 per share (securing an overall 80% return but losing 30% from its peak) after the company announced the loss of an important U.S. customer and confirmed it would continue subsidizing the sub-scale U.S. business using its profitable New Zealand operations.” Co-mentioned:$MATR.TO | Q4 2025 Jan 2, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ERD.NZ.
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.
