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 |
|---|---|---|---|
“Involved in the proposed reverse takeover of SXL, which SCAF opposes due to concerns over board control, management control, and poor shareholder terms.” | Q3 2025 Sep 30, 2025 | Preview | |
“The manager strongly objects to the acquisition of SWM by Southern Cross Media Group Ltd (SXL), viewing it as a 'diworsification' of the SXL business.” | Q4 2025 Dec 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWM.AX.
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.
