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 |
|---|---|---|---|
“Capping off a busy year, in December Liberty SiriusXM announced a transaction that will eliminate its tracking stock structure, leaving all shareholders with direct ownership in SiriusXM Holdings, Inc. (SIRI). ) help Liberty...” | Q4 2023 Dec 31, 2023 | Preview | |
“Weitz Large Cap outperformed in Q3's market decline through concentrated ownership of resilient businesses like Charter, Alphabet, and Meta. New positions in...” | Q3 2023 Oct 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LSXMK.(4 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.