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 |
|---|---|---|---|
“THB Micro Cap Strategy targets inefficiencies in the micro-cap universe through a focused 90-125 stock portfolio. Despite Q2 underperformance,...” | Q2 2024 Jun 30, 2024 | Preview | |
“Liberty Park outperformed Russell 2000 in Q3 through defensive positioning and short book contribution. Manager sees compelling...” | Q3 2023 Oct 20, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $LUNA.(2 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.