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 |
|---|---|---|---|---|
Cedar Creek Partners Tim Eriksen | “River Financial Corp. is based in Alabama. Most shares are locally owned and we purchased most of our position directly through the bank in October of last year at just over $33 per share. We took out all the sellers. Shares can be challenging to buy through certain brokers. We could not buy in our Schwab account for some reason. River Financial has $4 billion in assets and $300 million in equity. 2025 earnings per share were $5.43, but that doesn't show the true earnings level. In 2025 they sold some of their securities portfolio which incurred a loss of $10.1 million. Since reported pre-tax income was $54.6 million, earnings were reduced by roughly 20%. Excluding the loss, earnings would have been about $6.50 per share. In Q1 they did not sell any securities at a loss and earned $1.81 per share. Q2 earnings were slightly less at $1.77 per share based on summarized results reported in an 8-K filing. The share price has risen recently to $46.00 per share, or about 6.5 times annualized earnings. They were subject to a cyber attack in June. To date there does not seem to have been any material impact, although some lawsuits have been filed against them.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Cedar Creek Partners Tim Eriksen | “River Financial Corp. (otc: RVRF) is based in Alabama. Most shares are locally owned and we purchased most of our position directly through the bank in October at just over $33 per share. We took out ” | BULL | Q1 2026 Apr 18, 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.
