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 |
|---|---|---|---|
“Rodrigo's Q1 2025 letter highlights how European exposure and short positioning benefited from the reversal of Q4's speculative mania, with AI and MAG7 stocks leading declines alongside US small caps. The manager successfully...” | Q1 2025 Mar 31, 2025 | Preview | |
“Tactile Fund launched in January 2025 with a strategy focused on owning global companies with extraordinary physical assets. The fund returned...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SRC.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.
