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 |
|---|---|---|---|
“Mairs & Power Small Cap Fund fell 11.04% in Q1 2025 on tariff uncertainty and sector rotation, underperforming due to software and automotive holdings while utilities outperformed. Despite trade policy...” | Q1 2025 Mar 31, 2025 | Preview | |
“Global value fund outperformed value benchmark in Q4 despite -3.01% decline amid political and policy uncertainty. Technology remains largest...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SIEGY.(3 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.