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 |
|---|---|---|---|
“Reckitt Benckiser was our largest detractor in the quarter. Shares were bludgeoned...” | Q1 2026 May 13, 2026 | Preview | |
“Longleaf Partners Global Fund returned 10.50% for 2024, outperforming the FTSE Developed Value index but trailing the broader FTSE Developed index. The fund trades...” | Q4 2024 Jan 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RKT.L.(11 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.
