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 |
|---|---|---|---|
“Announced very positive fiscal year-end 2025 developments, including a near doubling of revenue and net income rising to $37.5 million. Shares rerated 50%...” | Q3 2025 Oct 25, 2025 | Preview | |
“Ramping up gold production from their sulphide ore mine with AISC levels in the region of $1,000/oz to $1,100/oz. Trading at an...” | Q4 2025 Jan 23, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MMY.V.
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.
