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 |
|---|---|---|---|---|
Riverwater Sustainable Value Strategy Adam J. Peck, CFA | “Range Resources was added to the portfolio to capitalize on secular growth in electrification and natural gas demand. The firm stands out as a low-cost producer with over three decades of high-quality inventory, a strong balance sheet under 1x debt-to-EBITDAX, and an attractive ten percent free cash flow yield.” | BULL | Q1 2025 Mar 31, 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.
