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 | “Independent power producer. Core asset is a 300 MW combined-cycle gas-fired plant in Alberta, selling into the Alberta pool. Developing the permitted 400 MW Prairie Lights project near Grande Prairie. Alberta pool prices collapsed however mgmt ran the plant opportunistically. Spending cash on developing the Prairie Lights project (including securing a 2030 turbine slot). Several other irons in the fire. Patience is required.” | 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.
