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 |
|---|---|---|---|
“Fairlight Alpha Fund returned 18.7% net in Q1 2025 versus -4.9% for the S&P 500, driven primarily by junior gold mining positions Monument Mining and Serabi Gold which appreciated 60.7% and 43.3% respectively as gold prices rose to $3,341 per ounce. The quarter marked...” | Q1 2025 Apr 17, 2025 | Preview | |
“An underpriced junior gold miner producing 11,000oz per quarter (likely rising to 12,000oz). At a gold...” | Q2 2025 Aug 10, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SRB.L.(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.
