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 |
|---|---|---|---|
“Thornburg Small/Mid Cap Core Fund fell 11.38% in Q1 2025, underperforming by 388 basis points as AI trade unwound and policy uncertainty drove risk-off sentiment. Managers reduced exposure...” | Q1 2025 Mar 31, 2025 | Preview | |
“The Gabelli ABC Fund returned 1.47% in Q4 2024, benefiting from merger arbitrage strategies as global M&A activity reached $3.2 trillion. The Trump administration's...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TXNM.(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.