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 |
|---|---|---|---|
“TimesSquare's small cap growth strategy outperformed in a volatile Q1 marked by trade policy uncertainty and AI infrastructure concerns. Strong performers included...” | Q1 2025 Mar 31, 2025 | Preview | |
“Buckley Capital outperformed during Q1 tariff-driven volatility with defensive positioning and core holdings in stable businesses like Dentalcorp and Basic Fit. Healthcare exposure through...” | Q1 2025 May 5, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VRNA.(3 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.