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 |
|---|---|---|---|
“Horos Asset Management delivered strong Q1 2025 returns of 5.0% for their international fund and 11.3% for their Iberian fund, though the quarter was dominated by two major market disruptions. First, Chinese AI...” | Q1 2025 Apr 1, 2025 | Preview | |
“Sold entire stake following the takeover bid launched by its main shareholder, the Serra family.” | Q2 2025 Jul 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GCO.MC.(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.
