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 |
|---|---|---|---|
“Vidrala also weighed on portfolio performance, despite reporting resilient operational and financial results in a challenging macroeconomic environment. Net sales reached...” | Q1 2026 Apr 6, 2026 | Preview | |
“Horos Asset Management delivered strong performance in 2023 despite an atypical year marked by exceptional equity market gains driven primarily by technology companies and changing interest rate expectations. The fund maintains...” | Q4 2023 Jan 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VID.MC.(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.
