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 |
|---|---|---|---|
“Palm Harbour Capital delivered 2.63% gross returns in Q1 2025, bringing one-year NAV return to 13.5% and inception-to-date annualized return to 10.2%. The manager remains...” | Q1 2025 Mar 31, 2025 | Preview | |
“Exited position during the quarter due to a slowdown in new orders and increased uncertainty around the yacht sector's cyclicality.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TISG.MI.
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.
