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 |
|---|---|---|---|
“Infuse Asset Management returned 10.06% in Q1 2023, outperforming the S&P 500's 7.04% return. Manager Ryan Reeves...” | Q1 2023 Apr 5, 2023 | Preview | |
“Exited during the quarter following a strategic review that ended without a sale, amid growth challenges in the software segment.” | Q2 2025 Jul 11, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LSPD.TO.(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.
