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 |
|---|---|---|---|
“Cannabis-focused fund down 26% year-to-date but outperforming sector average of 40% decline. Portfolio positioned with...” | Q1 2025 Apr 23, 2025 | Preview | |
“Cannabis specialist fund returned 65.6% in 2024 versus MSOS down 85% over three years, capitalizing on market inefficiencies from lack of institutional research. Largest holding Grown...” Co-mentioned:$GRUSF | Q4 2024 Feb 14, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VREOF.(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.