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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Old West Investment Management Portfolio Manager | “Antero is one of the largest natural gas and natural gas liquids producers in the United States. Its operations are in the Appalachian Basin, and its midstream and liquids infrastructure gives it strong access to LNG export markets. AR declined in Q2 for a simple reason: natural gas prices fell back toward $3 as the war premium came out of the market. The business itself performed well, with record production and growing volumes expected through 2026. In our view, natural gas is still priced as if the electricity shortage were not happening: turbines are sold out for years, data center power needs keep growing, and the fuel trades near cyclical lows.” | BULL | Q2 2026 Aug 26, 2026 | View Pitch |
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.
