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 |
|---|---|---|---|
“Artisan Mid Cap Fund delivered solid Q4 returns despite underperforming its growth benchmark due to healthcare and semiconductor headwinds. Biotech setbacks at...” | Q4 2023 Dec 31, 2023 | Preview | |
“Distillate warns of extreme market concentration with mega-cap stocks at rich valuations driving S&P 500 gains. The firm avoids...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $JBL.(19 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.