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 | “Steele Bancorp - We discussed Steele in our Q1 letter. Steele is the product of a merger of two rural Pennsylvania banks – Mifflinburg Bancorp and Northumberland Bancorp. Assets are $1.27 billion. Equity is $124 million. Steele has reported four quarters of results since the merger, and the synergies are impressive. In Q1 Steele earned $1.43 per share under GAAP, and $1.63 in cash earnings once we add back intangible amortization. In Q2 they earned $1.54 per share under GAAP and $1.74 per share if we add back intangible amortization. Which means current run rate of cash earnings is $7 per share. The bank trades at $46 or about 6.5 times its current cash earnings run rate. We expect earnings to continue to grow.” | NEUTRAL | Q2 2026 Jul 29, 2026 | View Pitch |
Cedar Creek Partners Tim Eriksen | “In the last few months, we have built a position in Steele Bancorp (otc: STLE). Steele is the product of a merger of two rural Pennsylvania banks – Mifflinburg Bancorp and Northumberland Bancorp. Asse” | 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.
