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 |
|---|---|---|---|
“Rome Capital targets exceptional long-term returns through a concentrated portfolio of special situations and small/mid-cap growth companies across North America and Europe. The fund's strategy...” | Q4 2024 Jan 26, 2025 | Preview | |
“Strengthened position as regulatory uncertainty in some of its markets created an attractive window.” | Q2 2025 Jul 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PLX.PA.(2 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.
