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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Longleaf Partners Small-Cap Fund returned -2.47% in Q2 2026 versus +21.49% for the Russell 2000, bringing YTD performance to -5.12% versus +22.57% for the index. The manager describes...
— Southeastern Asset Management, Inc.
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Other investors who've written on CNX Resources Corporation
CNX consistently produced solid operational results, maintaining a strong balance sheet and a highly hedged position. Low-cost structures and...
CNX Resources ($CNX) is an independent natural gas exploration and production company operating in the Appalachian Basin, representing 6.1% of the portfolio. The manager maintains...