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 |
|---|---|---|---|---|
Icahn Enterprises L.P. Carl Icahn | “CVR Energy, Inc. is a diversified holding company primarily engaged in the petroleum refining, renewables, and nitrogen fertilizer manufacturing businesses through its interests in CVR Refining, LP and CVR Partners, LP. CVR Refining is an independent petroleum refiner and marketer of high-value transportation fuels in the mid-continent of the United States. CVR Energy Q2 2026 Adjusted EBITDA increased by $110 million to $209 million compared to $99 million in Q2 2025. Declared a $0.10 per share quarterly cash dividend. Petroleum Q2 2026 refining margin was $9.94 per throughput barrel, compared to $2.21 during Q2 2025, with approximately 213,000 barrels per day of total throughput processed in the quarter.” | NEUTRAL | Q2 2026 Aug 10, 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.
