LongDVNJul 2026
Devon Energy
Devon is Pelican Bay's newest portfolio addition and is built around a combination of high-quality oil and gas assets, a clean balance sheet and substantial expected free cash…
DVN
Which hedge funds are long DVN?
2 published ideas on Devon Energy across 2 funds — 2 long and 0 short.
Devon Energy 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 Devon Energy: 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
LongDVNJun 2026
Devon Energy Corp.
Devon's shares weakened as crude prices declined and investors became cautious following its acquisition of Coterra Energy. The market remained in a wait-and-see posture ahead of…