
What smart money is saying about Exco Resources
2 funds in our archive have pitched Exco Resources — most recently Cedar Creek Partners in September 2026.
EXCO Resources, Inc. functions as an independent enterprise dedicated to the exploration and production of oil and natural gas. The company primarily concentrates its efforts on discovering, developing, and extracting hydrocarbon resources from onshore shale formations across the United States. Its portfolio includes interests in the Haynesville and Bossier shales, spanning East Texas and North Louisiana, along with approximately 48,500 net acres in the Eagle Ford shale of South Texas. Furthermore, EXCO holds prospective acreage totaling about 234,800 net acres in the Marcellus shale and approximately 69,000 net acres in the Utica shale within the Appalachian basin. The corporate operations of EXCO Resources, Inc. are based in Dallas, Texas.
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Position history
Between Q2 2026 and Q3 2026, 1 fund letter reported a position in Exco Resources, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 0 | 0 | 0 | 1 |
| Q2 2026 | 1 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsCedar Creek PartnersJune 2026
Listed in Cedar Creek Partners’s reported holdings.
Exco Resources
Fund coverage · 2 theses
- Cedar Creek PartnersSeptember 2026
Exco Resources is an onshore natural gas producer that the manager sees as very cheap versus earnings and PV-10, with additional upside from reserve development and a potential sale.
Read the full thesis Exco Resources is a natural gas E&P company with low valuation, modest debt, and significant upside to a sale value.
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