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 next generation of these opportunities include Azenta Inc. (AZTA), Baxter International (BAX), Enovis Corp. (ENOV), HNI Corp. (HNI) and International Paper (IP), all of which we have started buying during the past two years. All six of...” | Q3 2026 Oct 19, 2026 | Preview | |
“ClearBridge's Mid Cap Strategy outperformed its benchmark in Q4 2024, driven by strong stock selection in information technology and industrials. The quarter proved...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IP.(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.