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 |
|---|---|---|---|
“Now more recently, Cleveland Cliffs, uncertain with the eventual outcome of its continuing interest to buy US Steel, agreed to acquire Canadian steel producer Stelco. That $2.5 billion...” | Q2 2024 Jun 30, 2024 | Preview | |
“Fairfax Financial Holdings delivered its best year in history with record net earnings of $4.4 billion and book value per share growth of 25% to $940. The company has...” | Q4 2023 Mar 8, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STLC.TO.
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.
