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 | “Texas natural gas producer; proved reserves roughly 95% natural gas by volume. Fairfax Financial owns about 49%. Cash from operations for the half improved to $205 million resulting in debt falling to $87 million. Undergoing aggressive Haynesville development program. Realised prices fell 10% to $3.26 per Mcfe, and gas is hedged into 2028 at around $3.80.” | NEUTRAL | Q2 2026 Aug 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.
