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 |
|---|---|---|---|
“Consumer staples sector exposure contributed positively to pool performance during the quarter, driven primarily by ownership of Loblaws (L). Loblaws worked well...” | Q4 2024 Dec 31, 2024 | Preview | |
“Barometer Capital Management reported strong performance across multiple tactical pools during Q2 2023, driven primarily by exposure to artificial intelligence and technology leaders. The firm's largest...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $L.TO.(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.
