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 |
|---|---|---|---|
“Miller/Howard's Utilities Plus Strategy focuses on utilities as a superior alternative to fixed income through dividend growth. The strategy emphasizes...” | Q4 2023 Dec 31, 2023 | Preview | |
“Gas utility with a proven track record of consistent rate base increases and favorable regulatory backdrop, allowing for operational consistency and modest dividend increases.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OGS.
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.
