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 |
|---|---|---|---|---|
Horizon Kinetics Murray Stahl | “Mesabi Trust holds a royalty interest on the Northshore (iron ore) Mine in the Mesabi Range in northern Minnesota... The Cliffs attempt to circumvent the royalty agreement obscures a highly valuable iron royalty stream with decades of remaining—and low cost—reserve life... It's not difficult to calculate the current cash flow yield assuming historical mine production levels, current iron prices and the contracted premium. BSD Analysis: Mesabi Trust's dispute with Cleveland-Cliffs has temporarily masked a valuable long-life royalty stream tied to high-grade ore. Once legal clarity is restored, the trust's high cash yields and direct exposure to electric-arc steel demand should reemerge. The underlying asset quality and minimal overhead make MESABI a compelling inflation-linked hard-asset play.” | BULL | Q3 2025 Sep 30, 2025 | 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.
