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 |
|---|---|---|---|
“The Moerus Worldwide Value Fund returned 2.81% in the first half of 2023, modestly lagging the MSCI ACWI benchmark's 3.45% return during a period dominated by mega-cap Growth and Technology stocks. Despite challenging conditions...” | Q2 2023 May 31, 2023 | Preview | |
“Palm Harbour Capital gained 1.86% gross in Q3 2023, bringing inception-to-date returns to 40.5% total or 7.9% annualized. The manager maintains...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PCAR3.SA.
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.
