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 |
|---|---|---|---|
“Consolidated share of profit of associates of $42.8 million (2025 - $130.7 million) principally reflected continued strong share of profit of $108.4 million from Eurobank and $32.5 million from the company's reduced share of Poseidon, partially offset by a non-cash impairment charge related to Other non-insurance associates of $91.7 million and share of loss of $45.6 million from Waterous Energy Fund III.” | Q2 2026 Jul 30, 2026 | Preview | |
“Fairfax Financial delivered exceptional performance in 2024 with book value growth of 14.5% and stock price surge of 64%, building on three years of doubling returns. The company achieved...” | Q4 2024 Mar 7, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $EUROB.AT.(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.
