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 |
|---|---|---|---|
“In March, Lensar and Alcon announced they were abandoning Alcon's proposed acquisition of Lensar after the FTC moved to block the transaction on antitrust grounds.” | Q1 2026 Mar 31, 2026 | Preview | |
“Cedar Grove's multi-strategy approach delivered 465bp outperformance in Q1 despite Trump tariff volatility. Successful LENSAR trade...” | Q1 2025 Apr 6, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LNSR.(1 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.