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 |
|---|---|---|---|---|
Pabrai Wagons Fund Mohnish Pabrai | “We have 3 positions in U.S. offshore oil services. Offshore accounts for 1/3 of global oil and gas production and breaks even at levels far below fracking and other methods. Drillships are complex and expensive. There is no new supply in the pipeline. In our view, shares are trading at a significant discount to replacement value. Given the operating leverage, we believe that at $1 million day rates, Transocean, Valaris, and Noble's free cash flow could surge dramatically, and be well over $1 billion per year.” | NEUTRAL | Q2 2026 Jul 4, 2026 | View Pitch |
Praetorian Capital Management Harris "Kuppy" Kupperman | “We own a collection of offshore services companies (drillships, jack-ups and OSVs), in the belief that offshore spending will increase in the future as a percentage of overall oilfield spending. This ” | BULL | Q1 2025 Apr 24, 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.
