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 |
|---|---|---|---|
“Voss Value delivered 19.2% returns in 2024 by exploiting extreme valuation disparities through small cap M&A focus. Three successful takeouts...” | Q4 2024 Feb 19, 2025 | Preview | |
“Voss Value delivered 9.2% in Q1 despite small cap headwinds, maintaining concentrated exposure to undervalued names trading at distressed multiples. Portfolio includes restaurant...” | Q1 2024 May 24, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWI.(2 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.