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 |
|---|---|---|---|
“Miller Deep Value Select delivered 12.84% Q2 returns through concentrated exposure to severely discounted small caps trading at 2x cash flow and 30%+ free cash flow yields. Manager increased positions...” | Q2 2024 Jul 2, 2024 | Preview | |
“Deep value manager sees Q1's -12.8% drawdown as creating exceptional long-term opportunities in small cap stocks trading at extreme valuations. With policy uncertainty...” | Q1 2025 Apr 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $NYT.(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.