LongAPASep 2026
APA Corporation
Ariel sees APA as an oil and gas producer whose free cash flow is improving faster than investors appreciate. Second-quarter production exceeded guidance and U.S. oil volumes…
APA
Which hedge funds are long APA?
3 published ideas on APA Corporation across 3 funds — 3 long and 0 short.
Apa hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Apa: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongAPASep 2026
APA Corporation
APA benefited from higher oil prices, strong cash flow and production volumes above guidance. Management lifted U.S. oil expectations without raising planned capital expenditure…
LongAPAJun 2026
APA Corporation
Hotchkis & Wiley believes APA offers exposure to what it views as a structurally undersupplied global energy market. The company also generates strong free cash flow across a…