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 | “Owns fee simple mineral title across a large area of Western Canada and collects a royalty when third parties drill on its land. No capital expenditure, no operating costs, no environmental liability. Record royalty production and net debt cut by about $90 million to $187 million. Buyback authority renewed in June; dividend held at $0.265 a quarter. Shares up roughly 50% and near an all-time high, so the business improved while the discount narrowed.” | NEUTRAL | Q2 2026 Aug 31, 2026 | View Pitch |
Black Bear Value Partners Adam Schwartz | “PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends. PrairieSky is a pure-play oil and natural gas royalty company that ow” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
Black Bear Value Partners Adam Schwartz | “PSK,TO declined approximately 1% during the second quarter and is up roughly 20% year-to-date, including dividends. PrairieSky is a pure-play oil and natural gas roy...” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
Horizon Kinetics Murray Stahl | “PrairieSky, the subject of one of the roundtable topic questions, is a land and royalty company that has done just that. In the 12 years since its IPO, even while more than tripling its acreage from 5 million to 18 million acres, it managed to double its acres per share. That's about 6% annually, in addition to whatever revenue and earnings growth it managed to achieve. That astoundingly large and largely unexploited land portfolio, which sprawls along a roughly 750-mile axis across three Canadian provinces, gives PrairieSky the advantage of not having to reinvest profits in additional royalty contracts. Its large cash flow budget is fully available to pay dividends, repurchase shares, and make expansion-type land acquisitions.” | NEUTRAL | Q2 2026 Aug 4, 2026 | View Pitch |
Cooper Investors Global Equities Fund (Unhedged) Cooper Investors Pty Limited | “Real Assets were the strongest performing capital pool for the year. This was primarily driven by our investments in royalty companies PrairieSky Royalty (PSK) (a pe...” | BULL | Q2 2026 Jul 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.
