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 |
|---|---|---|---|
“The Airlie Australian Share Fund delivered a disappointing quarter, rising 1.4% versus the S&P/ASX 200's 4.7% gain, with underperformance driven by poor reporting season results from key holdings EBOS and CSL, and an underweight position to Big Four banks. The fund maintains...” | Q2 2023 Jun 30, 2023 | Preview | |
“Viewed as Australia's own mini-Berkshire Hathaway. SOL's permanent capital...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SOL.AX.
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.
