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 |
|---|---|---|---|---|
Horizon Kinetics Murray Stahl | “In the past eight years, TPL has declined by between 40% and 53% on four separate occasions. Despite those dizzying drops, the shares today are up 4-fold from their high of eight years ago. That was the idea—land, not oil—in the original buy recommendation for Texas Pacific Land Trust over 30 years ago: to own the internal, frictionless compounding benefits of share repurchases to increase the per-share acres held. In just the past eight years, TPL has declined by between 40% and 53% on four separate occasions. Despite those dizzying drops, the shares today are up 4-fold from their high of eight years ago.” | NEUTRAL | Q2 2026 Aug 4, 2026 | View Pitch |
Zelikovic Investments Yoav Zelikovic | “Texas Pacific Land Trust's (TPL) stock has continued to rise in 2026 (45%) after a difficult year in 2025 for all oil related stocks! This company remains very profitable and will continue enjoying royalties from its oil and water reservoirs in Texas. In addition, there is a high probability that data centers will be built on its land, an activity that may generate many million of additional profits per annum in the future. We have owned this stock for over a decade after learning about the company from the legendary investor Murrah Stahl (RIP) who died suddenly this year (he began buying the stock when it traded at around $0.4 (split adjusted) in 1995 today it trades above $400- here is a link to his original research. We intend to hold on to our shares for many more years, along with our other Compounders.” | NEUTRAL | Q2 2026 Aug 3, 2026 | View Pitch |
Zelikovic Investments Yoav Zelikovic | “This asset-rich royalty trust operates with virtually no overhead expenses, generating higher profit margins than software giants. Despite internal governance friction, its prime Permian Basin oil acreage and water rights continue to drive remarkable 30% historical profit growth.” | BULL | Q4 2023 Dec 31, 2023 | 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.
