LongMOHOct 2026
Motor Oil (Hellas) Corinth Refineries S.A.
Motor Oil is part of Hosking's oil-refining basket, which benefited from disrupted Middle Eastern energy flows during the quarter. The manager believes the refining capital cycle…
From the letters, not the 13Fs
What hedge funds are actually buying — in their own words
Every published stock pitch from every fund letter we cover, in one searchable archive. Free to read, nothing gated.
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- 1,601
- published ideas
- 267
- funds covered
- 866
- unique tickers
from investor letters
hedge & long-only
long and short
Most active funds
Filter ideas by fund →The eight funds with the most published ideas right now — not the full list.
Artisan Global Opportunities Fund
31 published ideas
Conestoga Capital Advisors, LLC
30 published ideas
Guinness Sustainable Energy Fund
30 published ideas
FPA Crescent Fund
25 published ideas
Ariel International Fund
24 published ideas
Eagle Capital Management, LLC
24 published ideas
Baron Financials ETF
21 published ideas
Overstone International Value Fund
18 published ideas
Some recent pitches
See all ideas →LongINSWOct 2026
International Seaways, Inc.
International Seaways is a constituent of Hosking's tanker investment basket. The manager originally identified the opportunity when investor aversion to a cyclical industry…
LongMPCOct 2026
Marathon Petroleum Corporation
Hosking sees Marathon Petroleum benefiting from a favorable refinery supply and demand imbalance. A shortage of new Western refining projects persists because of restrictive…
LongDHTOct 2026
DHT Holdings, Inc.
Hosking owns DHT through a basket of oil tanker operators favored for their capital-cycle dynamics. Extended underinvestment has constrained available vessel supply, while…
LongHAFNOct 2026
Hafnia Limited
Hafnia is part of Hosking Partners energy-shipping basket built on the capital-cycle thesis that years of underinvestment left the tanker fleet structurally supply constrained…
LongASCOct 2026
ASOS plc
Hosking views ASOS as a multi-year operational turnaround rather than a mature business whose value is already obvious. Management is executing a recovery program that has been…