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 |
|---|---|---|---|
“Third Avenue Small-Cap Value Fund delivered 3.88% returns in Q3 2023, significantly outperforming its benchmark through disciplined value investing in well-capitalized companies. Strong performance from...” | Q3 2023 Oct 13, 2023 | Preview | |
“Third Avenue Small-Cap Value Fund outperformed significantly in 2023 through disciplined value investing in small-cap companies with strong balance sheets. The manager deployed...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HBB.(3 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.