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 |
|---|---|---|---|---|
McElvaine Value Fund Tim McElvaine | “Softwood lumber producer with mills in British Columbia, Alberta, the US South and Sweden, plus a pulp business. One of the largest lumber producers in the world. Jimmy Pattison owns just over half the shares. Loss narrowed in Q2 as the lumber division returned to modest profit. Permanently closed a sawmill in Alberta, two in Sweden and the Northwood pulp mill in BC; bought in the pulp subsidiary minority and acquired an engineered wood business. Impact of the new tariffs is uncertain although the majority of the business is unaffected.” | NEUTRAL | Q2 2026 Aug 31, 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.
