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 |
|---|---|---|---|
“Sohra Peak Capital Partners delivered exceptional Q3 2023 performance with a +27.0% net return versus the S&P 500's -3.3% loss, demonstrating the effectiveness of their small-cap and micro-cap focused strategy. The fund targets...” Co-mentioned:$DUR.AX | Q3 2023 Nov 14, 2023 | Preview | |
“Sohra Peak Capital Partners delivered exceptional returns of +82.0% net for 2023, driven by strong appreciation across core holdings including Auto Partner and Mader Group (+90-95% each) and Duratec Limited and American Coastal Insurance Corporation (multiple-fold increases). The manager focuses...” | Q4 2023 Jan 17, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MAD.AX.(5 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.
