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 | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“Another company that is in a strong position to provide value to their customers in the current oil price environment is Murphy's (MUSA). We have owned...” Co-mentioned:$CNQ | Q1 2026 Apr 16, 2026 | Preview | |
“B) and Meta Platforms (META) and used the proceeds to initiate a new position in Murphy USA (MUSA), a Quality Compounder that we think can continue to grow revenue and EPS organically and via consistent share repurchases.” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $MUSA.(18 additional institutional mentions locked).
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.