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 |
|---|---|---|---|
“Most of these meetings furthered our conviction, and in many cases, we took advantage of market dislocations to add to our positions.” | Q1 2025 Apr 30, 2025 | Preview | |
“Third Avenue International Real Estate Value Fund returned -1.70% in Q1 2024, outperforming its benchmark by 73 basis points. The Fund maintains...” | Q1 2024 Mar 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SVI.TO.(5 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.
