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 |
|---|---|---|---|
“Black Bear Value Partners returned 2.9% YTD versus 7.5% for the S&P 500, with concentrated energy investments creating a performance drag. Manager Adam Schwartz...” | Q1 2023 Mar 31, 2023 | Preview | |
“Black Bear Value Partners returned 14.0% year-to-date through Q2 2023, running close to fully invested on the long side with their largest short position since inception. The fund is...” | Q2 2023 Jun 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $POU.TO.(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.
