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 Norwegian upstream complex (Var Energi, Equinor, Aker BP), joined by the UK's Harbour Energy, contributed a combined 12.0% of gross quarterly returns. Harbour up 53...” | Q1 2026 May 15, 2026 | Preview | |
“In Q2, there were sales in Glencore, Hiscox, Harbour Energy, and blockchain equities.” | Q2 2026 Jul 6, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HBR.L.(8 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.
