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 |
|---|---|---|---|
“Mercia Asset Management is a 3.7% holding with £114m market cap and £23m net cash. Rockwood/Harwood holds a...” | Q2 2026 Jul 8, 2026 | Preview | |
“Rockwood Strategic employs a specialist value investing approach targeting UK small companies under £250m market cap, leveraging market inefficiencies where hard work and skill generate superior returns. The fund targets...” | Q1 2025 May 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MERC.L.(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.
