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 |
|---|---|---|---|
“Lyrical's Global portfolio returned 1.7% in Q1 2025, outperforming the MSCI World by 350 basis points as international markets showed remarkable strength while US markets declined. The Magnificent Seven...” | Q1 2025 Apr 1, 2025 | Preview | |
“FMI International Equity delivered a -7.41% net return in Q4 2024 but achieved positive 2.72% YTD performance, slightly underperforming the MSCI EAFE benchmark. The portfolio maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $RXL.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.
