Professional
Added to YB: 2025-04-21
Pitch date: 2025-03-31
CNX [neutral]
CNX Resources Corporation
+0.41%
current return
Author Info
No bio for this author
Company Info
CNX Resources Corporation, an independent natural gas and midstream company, engages in the acquisition, exploration, development, and production of natural gas properties in the Appalachian Basin.
Market Cap
$4.5B
Pitch Price
$31.34
Price Target
N/A
Dividend
N/A
Sector
Oil, Gas and Consumable Fuels
Category
value
Longleaf Partners Fund Portfolio Holding: CNX Resources Corporation
CNX: Disappointing Q1 after gov incentives for methane capture fell below expectations, causing $10-20/share upside loss. Silver lining: both CNX & investors bought more at attractive prices. Focus on controllables - low-cost structure & disciplined hedging strategy generating FCF across price environments.
Read full article (1 min)