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 final notable development is our exit from Embraer, a company whose value has multiplied over the last 5 years, and that has amply exceeded expectations in terms of both operations and the substantial increase in its multiple.” | Q2 2026 Jun 30, 2026 | Preview | |
“Barometer Capital adopted a defensive stance in Q1 2025, raising substantial cash while maintaining precious metals exposure as gold outperformed amid policy uncertainty. The firm exited...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ERJ.(13 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.