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 |
|---|---|---|---|
“MJG Capital returned 35.77% in the first half of 2025, marking the strongest performance since 2H 2020 and outperforming the S&P 500 over ten years with 421.32% returns versus 259.36%. The fund maintains...” | Q2 2025 Jul 7, 2025 | Preview | |
“MJG Capital returned 35.77% in the first half of 2025, marking the strongest performance since 2H 2020 and outperforming the S&P 500's 6.20% return. The partnership has...” | Q2 2025 Jul 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STRR.V.
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.
