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 |
|---|---|---|---|
“ROCKLINC Partners Fund returned 5.33% in Q1 2023, driven by exposure to precious metals royalties and infrastructure businesses. The manager extensively...” | Q1 2023 Mar 31, 2023 | Preview | |
“ROCKLINC Partners Fund returned 3.8% in Q3 2024, bringing year-to-date returns to 12.2% and maintaining a 7.2% annualized return since inception. The manager identified...” | Q3 2024 Sep 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WPM.TO.(1 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.
