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 |
|---|---|---|---|
“Palm Harbour Capital delivered +4.4% net returns in Q3 2024, bringing YTD performance to +13.5%. The fund maintains...” | Q3 2024 Sep 26, 2024 | Preview | |
“Palm Harbour Capital delivered 7.2% gross returns in Q1 2023, driven by strong performance from value holdings including Ginebra San Miguel (+54%) and Danieli (+27%). The fund maintains...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GSMI.PS.(2 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.
