Themes · energy
Energy (oil & gas)
FollowFollowingUnfollowProducers, services and the oil trade. As of the 2026-10-19 session · marker XLE.
Movers · last 20 sessions
A move is a move in either direction. The base rate is what a random liquid name did over the same 20 sessions; a theme that moves more than the base rate is unusual, not right.
Members · the tape
| Ticker | Sector | Bucket | Mkt cap | Last | 20d | 5d | Notable days (14) | Play fired (last 14d) |
|---|---|---|---|---|---|---|---|---|
| MPC | Oil & Gas | Oil & Gas | $140B | $473.95 | +18.5% | +3.3% | 1 | — |
| AR | Oil & Gas | Oil & Gas | $12B | $38.83 | +14.0% | +6.2% | 1 | — |
| APA | Oil & Gas | Oil & Gas | $18B | $49.95 | +13.4% | +6.3% | — | — |
| COP | Oil & Gas | Oil & Gas | $177B | $144.44 | +13.2% | +5.0% | 1 | — |
| PR | Oil & Gas | Oil & Gas | $20B | $24.90 | +12.9% | +6.0% | 2 | — |
| XOM | Oil & Gas | Oil & Gas | $743B | $178.40 | +12.6% | +3.6% | — | — |
| PBF | Oil & Gas | Oil & Gas | $9.6B | $81.50 | +12.5% | -4.1% | 1 | — |
| PSX | Oil & Gas | Oil & Gas | $116B | $290.55 | +12.2% | +3.4% | — | — |
| VLO | Oil & Gas | Oil & Gas | $130B | $436.30 | +11.4% | +0.1% | — | — |
| CVX | Oil & Gas | Oil & Gas | $445B | $224.63 | +10.2% | +4.5% | — | — |
| OXY | Oil & Gas | Oil & Gas | $62B | $62.72 | +9.3% | +2.4% | 2 | — |
| CRK | Oil & Gas | Oil & Gas | $4.2B | $14.24 | +8.4% | +4.4% | 2 | — |
| RIG | Oil & Gas | Oil & Gas | $6.5B | $5.90 | +8.1% | +5.5% | 2 | — |
| EQT | Oil & Gas | Oil & Gas | $34B | $54.42 | +8.0% | +2.3% | 1 | — |
| DVN | Oil & Gas | Oil & Gas | $32B | $50.94 | +6.8% | +4.0% | — | — |
| EXE | Oil & Gas | Oil & Gas | $22B | $92.92 | +5.4% | +4.6% | 1 | — |
| SLB | Oil & Gas | Oil & Gas | $74B | $49.00 | -5.3% | +0.5% | 1 | — |
| CLMT | Oil & Gas | Oil & Gas | $4.9B | $56.00 | -4.7% | -2.1% | 1 | — |
| CRGY | Oil & Gas | Oil & Gas | $4.5B | $13.70 | +3.3% | +7.4% | 6 | — |
| HAL | Oil & Gas | Oil & Gas | $28B | $33.11 | -1.6% | +1.6% | 2 | — |
All 20 members shown.
Investors · who is in, who is only talking
69 people bullish, 6 of them positioned; 6 bearish, 1 of them positioned (last 90 days, latest dated view per person).
| Bullish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Sarah Hunt | view only | 2026-10-20 | Bloomberg TV (uncut) | Energy |
| Katarina Simonetti | view only | 2026-10-20 | Bloomberg TV (uncut) | Energy |
| Lyn Alden | view only | 2026-10-19 | Wealthion | Energy |
| Paisley Nardini | view only | 2026-10-18 | Excess Returns (feed) | Energy |
| Patrick Ceresna (Macro Voices) | view only | 2026-10-17 | The Market Huddle | Oil |
| Chris Whalen | positioned | 2026-10-17 | Julia La Roche Show | Energy |
| Chamath Palihapitiya | view only | 2026-10-17 | All-In Podcast | Energy |
| Colin Mcqueen | view only | 2026-10-17 | Excess Returns (feed) | Energy |
| Quinn Thompson | view only | 2026-10-16 | Forward Guidance | Energy |
| Peter Zeihan | view only | 2026-10-16 | Prof G Pod (Galloway) | Oil |
| Larry Mcdonald | view only | 2026-10-16 | Wealthion | Energy |
| Mary Ann Bartels | view only | 2026-10-16 | CNBC (uncut) | Energy |
| Peter Scheer | view only | 2026-10-16 | CNBC (uncut) | Energy |
| Rob Hayworth | view only | 2026-10-16 | Bloomberg TV (uncut) | Energy |
| Sebastian Paige | positioned | 2026-10-16 | Yahoo Finance | Energy |
| Jesse Felder | view only | 2026-10-15 | Thoughtful Money (Adam Taggart) | Energy |
| Jim Cramer (CNBC) | view only | 2026-10-15 | CNBC (uncut) | Energy |
| Jeff Curry | view only | 2026-10-15 | Bloomberg TV (uncut) | Energy |
| Annika Treon | view only | 2026-10-14 | CNBC (uncut) | Energy |
| Courtney Garcia (Payne Capital) | view only | 2026-10-14 | CNBC (uncut) | Energy |
| Jack Manley | view only | 2026-10-14 | Fox Claman Countdown (playlist) | Energy |
| Josh Brown (Ritholtz) | view only | 2026-10-13 | Josh Brown (newest) | Energy |
| Paul Tudor Jones | positioned | 2026-10-13 | StreetPulse Markets | Oil |
| Connor Teskey | view only | 2026-10-13 | Bloomberg The Close | Energy |
| Kevin Book | view only | 2026-10-13 | Bloomberg TV (uncut) | Oil |
| Michelle Brouhard | view only | 2026-10-12 | Bloomberg TV (uncut) | Oil |
| Margi Patel | view only | 2026-10-12 | Bloomberg TV (uncut) | Energy |
| Ellen Wald | view only | 2026-10-12 | Bloomberg TV (uncut) | Oil |
| Tina Fordham | view only | 2026-10-12 | Bloomberg Open Interest | Oil |
| Dr Amrita Sen | view only | 2026-10-12 | Torsten Slok (newest) | Oil |
| Michael Howell | view only | 2026-10-08 | Wealth Building Blueprint – Vladyslav Grabarskyy | Oil |
| Olivia Wassenaar | view only | 2026-10-07 | Bloomberg Surveillance | Energy |
| Unknown Panelist | view only | 2026-10-07 | Fox Markets (playlist) | Energy |
| Barry Ritholtz | view only | 2026-10-06 | The Big Picture (Ritholtz) | Oil |
| Larry Fink | view only | 2026-10-06 | Larry Fink (newest) | Energy |
| Rupert Mitchell | view only | 2026-10-05 | Wealthion | Energy |
| Mark Thornton | view only | 2026-10-01 | Julia La Roche Show | Energy |
| Jan Vesely | view only | 2026-09-30 | Bill Ackman | Energy |
| Tenzin Seldon | view only | 2026-09-30 | Bill Ackman | Energy |
| Lauren Hochfelder | view only | 2026-09-30 | Bloomberg The Close | Energy |
| Arnold Van Den Berg | view only | 2026-09-29 | MOI Global | Energy |
| Michael Every | view only | 2026-09-26 | Macro Voices | Oil |
| Peter Tchir | view only | 2026-09-25 | Bloomberg Surveillance | Energy |
| Guy Adami (RiskReversal) | view only | 2026-09-24 | CNBC Fast Money Final Trade | Oil |
| Inigo Fraser Jenkins | view only | 2026-09-24 | Hidden Forces | Energy |
| Danielle Dimartino Booth | view only | 2026-09-23 | David Lin | Energy |
| Stefan Hoops | view only | 2026-09-22 | Bloomberg The Close | Energy |
| David Rosenberg | positioned | 2026-09-17 | Excess Returns | Oil |
| Dan Suzuki | view only | 2026-09-17 | CNBC Fast Money Final Trade | Energy |
| Jeffrey Gundlach | view only | 2026-09-16 | Julia La Roche Show | Oil |
| Jeff Currie | view only | 2026-09-11 | Bloomberg The Close | Oil |
| Tom Lee (Fundstrat) | view only | 2026-09-10 | Wealthion | Energy |
| Andrew | view only | 2026-09-07 | Fox Barron's Roundtable (playlist) | Energy |
| Sarah Guo | positioned | 2026-09-01 | Invest Like the Best | Energy |
| Paul Sankey | view only | 2026-08-31 | Bloomberg Surveillance | Energy |
| Luke Gromen | view only | 2026-08-20 | Futures Edge Podcast: Finance Unfiltered | Oil |
| Bob Iaccino | view only | 2026-08-20 | Luke Gromen | Oil |
| David Woo | positioned | 2026-08-18 | Wealthion | Oil |
| Ben Thompson | view only | 2026-08-18 | Invest Like the Best | Energy |
| Michael Batnick | view only | 2026-08-14 | The Compound | Energy |
| Art Berman | view only | 2026-08-13 | Wealthion | Oil |
| Joe Terranova (Virtus) | view only | 2026-08-11 | CNBC Halftime Final Trades | Energy |
| Eric Vishria | view only | 2026-08-11 | Invest Like the Best | Energy |
| Andrew Sarna | view only | 2026-07-31 | Wealthion | Energy |
| Bill Nygren | view only | 2026-07-30 | GuruFocus | Energy |
| Louis Vincent Gave | view only | 2026-07-28 | Louis-Vincent Gave | Energy |
| Brett Rentmeester | view only | 2026-07-27 | Wealthion | Energy |
| Scott Galloway | view only | 2026-07-22 | Prof G Pod (Galloway) | Energy |
| Mark Mills | view only | 2026-07-22 | Wealthion | Energy |
| Bearish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Mike Mcglone | view only | 2026-10-15 | Bloomberg TV (uncut) | Oil |
| Mark Newton | view only | 2026-10-15 | CNBC (uncut) | Oil |
| John Catsimatidis | view only | 2026-10-12 | Fox Making Money (playlist) | Oil |
| Cathie Wood | view only | 2026-10-08 | David Carbutt | Oil |
| Carley Garner | view only | 2026-10-05 | Bloomberg Open Interest | Oil |
| Carter Worth | positioned | 2026-09-15 | CNBC Fast Money Final Trade | Oil |
Our record on this theme
1 published picks; 1 matured to 20 sessions: mean +10.0% · median +10.0% · 1 up / 0 down.
| Ticker | Play | Published | 10d | 20d | State |
|---|---|---|---|---|---|
| PR | Smart-Money Options Divergence | 2026-06-17 | -0.9% | +10.0% |
Every published pick inside the theme, losers included. A matured row is a close-to-close move from the pick's entry; open rows have no 20-session number yet.
Entrants · small-cap 8-Ks read into this theme (last 60 days)
| Filed | Ticker | Company | What | Read |
|---|---|---|---|---|
| 2026-10-16 | INSW | International Seaways, Inc. | m&a | International Seaways is acquiring Bruton Limited and its 4 VLCC crude tankers in a ~$370 million stock-and-cash deal, expanding its fleet to approximately 74 vessels. “International Seaways Expands VLCC Fleet Through Strategic Combination with Bruton Limited… one of the largest tanker companies worldwide providing energy transportation services for crude oil and petroleum products” filing
|
| 2026-10-16 | WTTR | Select Water Solutions, Inc. | financing | Select Water Solutions priced $900M in senior notes, upsized from $800M, primarily to fund the Pilot Water acquisition and refinance existing debt. “Select is a leading provider of sustainable water and chemical solutions to the energy industry…to fund a portion of the cash consideration for the previously announced acquisition of Pilot Water Solutions LLC” filing
|
| 2026-10-15 | CRGY | Crescent Energy Co | financing | Crescent Energy amended its revolving credit facility to permit a $2B bridge loan funding the Eagle Ford oil-and-gas asset acquisition from Devon Energy, a material bolt-on for its existing upstream business. “permits the consummation of the previously announced acquisition of certain Eagle Ford assets...permits the incurrence of an up to $2.0 billion 364-day unsecured bridge credit facility in order to fund...a portion of the cash consideration for Devon EF Assets Acquisition” filing
|
| 2026-10-13 | NOG | NORTHERN OIL & GAS, INC. | update | Northern Oil & Gas issued a routine Q3 2026 operational update covering ground-game acquisitions, capex guidance, hedging results, and share buybacks across its oil basins. “NOG experienced a clean quarter with minimal field disruptions...nearly 85% of capital deployed to the Permian, Williston, and Uinta basins.” filing
|
| 2026-10-13 | WTTR | Select Water Solutions, Inc. | financing | Select Water Solutions arranges a $500M revolving credit facility and $800M senior notes offering to fund the acquisition of Pilot Water Solutions, expanding its oilfield water infrastructure within the energy services sector. “Select is a leading provider of sustainable water and chemical solutions to the energy industry. These solutions are supported by Select's critical water infrastructure assets, chemical manufacturing and water treatment and recycling capabilities.” filing
|
| 2026-10-09 | CRGY | Crescent Energy Co | financing | Crescent Energy raised ~$1.12B in an equity offering to fund its acquisition of Devon Energy's Eagle Ford oil and gas assets. “the Company intends to use the net proceeds from the Offering to fund a portion of the cash consideration for the previously announced acquisition of certain Eagle Ford assets...from Devon Energy” filing
|
| 2026-10-08 | CRGY | Crescent Energy Co | m&a | Crescent Energy is acquiring Devon Energy's Eagle Ford oil and gas assets for ~$3.85B net, expanding its existing Eagle Ford position. “entered into the Purchase and Sale Agreement…pursuant to which we will acquire certain assets from Devon Energy Production Company…for a purchase price of $4,220,000,000 in cash” filing
|
| 2026-10-07 | REPX | Riley Exploration Permian, Inc. | financing | Riley Exploration Permian refinanced $130M of senior notes by drawing on its revolving credit facility, reducing its borrowing cost — routine debt management for an existing Permian Basin oil producer. “voluntarily prepaid in full all of its outstanding 10.50% Senior Unsecured Notes due 2028...aggregate principal amount of Senior Notes outstanding was $130.0 million” filing
|
| 2026-10-07 | WTI | W&T OFFSHORE INC | financing | W&T Offshore converted its revolving credit facility to a reserve-based lending structure, providing enhanced liquidity flexibility for its existing offshore oil and gas operations. “W&T Offshore, Inc. is an independent oil and natural gas producer with operations offshore in the Gulf of America” filing
|
| 2026-10-07 | HP | Helmerich & Payne, Inc. | update | Helmerich & Payne reported Q4 FY2026 drilling margins at or near the high end of guidance across all segments and signaled stronger overall direct margins in FY2027. “direct margins for its North America Solutions, International Solutions, and Offshore Solutions businesses all at or near the high-end of the previously issued guidance ranges for fiscal 4Q 2026” filing
|
| 2026-10-05 | TDW | TIDEWATER INC | update | Tidewater amended its inherited Brazilian BNDES vessel construction loans following its offshore marine services acquisition, substituting itself as guarantor and adjusting rates and collateral terms. “Tidewater completed its acquisition of all outstanding capital stock of Wilson, Sons Ultratug Participações S.A. … and Atlantic Offshore Services S.A.” filing
|
| 2026-10-01 | LB | LandBridge Co LLC | financing | LandBridge, a Permian Basin surface-rights company, upsized and closed a $125M senior note add-on to refinance revolving credit, a routine financing event within its existing oil-and-gas-adjacent business. “DBR Land Holdings LLC...completed the previously announced private placement...of an additional $125,000,000 aggregate principal amount of 6.250% Senior Notes due 2030...to repay a portion of outstanding borrowings under its revolving credit facility” filing
|
| 2026-09-29 | SOC | Sable Offshore Corp. | update | Sable Offshore provided an operational update on the pending Platform Hondo restart and oil sales volumes at its Santa Ynez Unit offshore California oil fields. “Sable's preliminary estimate of oil sales during the months of July and August is approximately 32 thousand gross barrels of oil per day averaged over the two months, with September oil sales volumes expected to be approximately 34 thousand gross barrels of oil per day.” filing
|
| 2026-09-29 | DK | Delek US Holdings, Inc. | financing | Delek US Holdings, an oil refiner already operating in the energy sector, raises $460M via zero-coupon convertible notes to partially repay its term loan and fund capped call transactions. “Delek US Holdings, Inc...completed its previously announced private offering...of $460,000,000 aggregate principal amount of the Company's 0.00% Convertible Senior Notes due 2031” filing |
| 2026-09-25 | TDW | TIDEWATER INC | financing | Tidewater guaranteed legacy BNDES construction loans for its Brazilian offshore vessel subsidiary, a routine financing obligation for an existing offshore marine services business. “the Company agrees to guarantee the full and timely payment when due and payable of all of the borrower's obligations under the BNDES Construction Loans” filing |
| 2026-09-24 | WTTR | Select Water Solutions, Inc. | m&a | Select Water Solutions is acquiring Pilot Water Solutions, a Delaware Basin produced-water midstream company, for $700M to scale its oil-field water infrastructure platform. “Pilot Water is a leading, private water midstream company with a core position in the Delaware Basin Robust contract portfolio with 480,000 barrels per day of minimum volume commitment” filing
|
| 2026-09-22 | TALO | TALOS ENERGY INC. | m&a | Talos Energy, an existing Gulf of America offshore E&P, closed a $420 million bolt-on acquisition of deepwater oil assets from Shell Offshore including the Coulomb and Na Kika fields. “Talos Ocho acquiring a 50% working interest in and operatorship of the Coulomb field and a 25% working interest in the BP-operated Na Kika platform...for closing cash consideration net to Talos Ocho of $420 million” filing
|
| 2026-09-22 | LB | LandBridge Co LLC | financing | LandBridge, a Permian Basin surface-acreage company supporting oil and gas development, launched a $100M add-on senior notes offering to repay revolving credit; routine financing for an existing energy infrastructure operator. “LandBridge owns or manages more than 350,000 surface acres across Texas and New Mexico, located primarily in the heart of the Delaware sub-region in the Permian Basin, the most active region for oil and gas exploration” filing |
| 2026-09-22 | LB | LandBridge Co LLC | financing | LandBridge upsized a senior notes offering to $125M to repay revolving credit borrowings, with no change to its Permian Basin land and energy infrastructure business. “LandBridge owns or manages more than 350,000 surface acres across Texas and New Mexico, located primarily in the heart of the Delaware sub-region in the Permian Basin” filing |
| 2026-09-21 | KOS | Kosmos Energy Ltd. | financing | Kosmos Energy, an offshore oil and gas E&P company, announced a routine partial early redemption of $25M of its 2027 senior notes — standard balance-sheet management with no new operational content. “Kosmos Energy Ltd. ... issued a notice of partial redemption with respect to $25,000,000 aggregate principal amount of its 7.750% senior notes due 2027” filing
|
| 2026-09-14 | PAGP | PLAINS GP HOLDINGS LP | financing | Plains All American Pipeline (crude oil midstream) raised $1.5B in junior subordinated notes and filed pro forma financials for its 2025 acquisition of the Cactus III crude oil pipeline; routine capital markets activity for an existing ENERGY-theme operator. “$700,000,000 aggregate principal amount of 6.750% Series A Junior Subordinated Notes due 2056 and $800,000,000 aggregate principal amount of 7.000% Series B Junior Subordinated Notes due 2056” filing |
| 2026-09-14 | BKV | BKV Corp | financing | BKV Corp, a natural gas producer, raised ~$554.7M net proceeds via convertible senior notes to repay debt and fund capital expenditures in its existing energy business. “BKV Corporation issued $575,000,000 aggregate principal amount of its 1.625% Convertible Senior Notes due 2031...net proceeds...approximately $554.7 million” filing
|
| 2026-09-10 | BKV | BKV Corp | financing | BKV Corporation, a natural gas E&P company, priced a $500 million convertible senior notes offering due 2031 to fund capital expenditures and repay existing debt. “BKV intends to use the remainder of the net proceeds for general corporate purposes, including the repayment of outstanding indebtedness and capital expenditures” filing |
| 2026-09-09 | DEC | Diversified Energy Co | m&a | Diversified Energy agreed to acquire Birch Permian Holdings for approximately $1.8 billion, adding ~46,000 net mineral acres and 500 operated wells in the Midland Basin funded largely by an asset-backed securitization. “acquire approximately 46,000 net mineral acres in the Midland Basin, including 500 gross operated (480 net total) wells, as well as integrated midstream and water infrastructure assets” filing
|
| 2026-09-08 | PTEN | PATTERSON UTI ENERGY INC | update | Patterson-UTI Energy, an established oilfield drilling and completions services company, provides a routine quarterly investor update with no new theme entry or pivot. “Delivering best-in-class Drilling and Completions services and products… Premium Tier-1 drilling rigs and natural gas-powered frac assets are in high demand with limited supply” filing
|
| 2026-09-08 | KOS | Kosmos Energy Ltd. | financing | Kosmos Energy, an oil and gas producer, announced a partial redemption of $25M of its 2027 senior notes — routine balance sheet management for an existing E&P company. “Kosmos Energy Ltd. will issue a notice of partial redemption with respect to $25,000,000 aggregate principal amount of its 7.750% senior notes due 2027” filing
|
| 2026-09-04 | LPG | DORIAN LPG LTD. | capacity | Dorian LPG orders three new dual-fuel VLGCs for $345M delivery in 2030, refinances $368.4M in existing debt, and reports 99% of Q3 fleet days fixed above $88,000/day. “entered into an agreement with Hanwha Ocean to build three 90,000 cbm dual-fuel Panamax VLGCs for delivery in June, September, and December of 2030 for a total price of approximately $345 million” filing
|
| 2026-09-03 | DEC | Diversified Energy Co | m&a | Diversified Energy is acquiring Permian Basin oil and gas producer Birch for ~$1.8B, expanding its four-basin PDP operating model and boosting production ~35% and Adjusted EBITDA ~55%. “definitive acquisition agreements to acquire Birch Permian Holdings, Inc. and certain affiliated companies, a leading independent oil and gas producer with operations in the Permian Basin” filing
|
| 2026-09-03 | HLX | HORNBECK OFFSHORE SERVICES, INC. | m&a | Hornbeck Offshore completed its merger with Helix Energy Solutions on September 1, 2026, forming a combined deepwater offshore services leader with 85 vessels, $2.0bn backlog, and $551mm LTM Adjusted EBITDA. “Combination creates a premier integrated offshore services company providing innovative marine and subsea solutions to customers across the deepwater oilfield, defense and renewables industries” filing
|
| 2026-09-01 | HLX | HORNBECK OFFSHORE SERVICES, INC. | m&a | Helix Energy Solutions completed its acquisition of Hornbeck Offshore Services and renamed itself Hornbeck Offshore Services, consolidating two offshore oil-and-gas services companies under a single entity. “Parent Sub merged with and into Legacy Hornbeck…with Legacy Hornbeck surviving the First Company Merger as a wholly owned subsidiary of Helix Delaware” filing |
| 2026-08-31 | TDW | TIDEWATER INC | m&a | Tidewater closed its acquisition of WSUT, adding 22 platform supply vessels to expand its offshore oil and gas support fleet presence in Brazil. “Tidewater Inc...completed its acquisition...of Wilson, Sons Ultratug Participações S.A....which include a fleet of 22 platform supply vessels” filing |
| 2026-08-31 | HLX | HELIX ENERGY SOLUTIONS GROUP INC | m&a | Helix Energy Solutions shareholders approved its all-stock merger with Hornbeck Offshore Services, forming a combined offshore energy services company; transaction expected to close September 1, 2026. “Helix shareholders have approved the proposals necessary to complete the previously announced all-stock combination of Helix and Hornbeck...an integrated offshore services company with enhanced scale, expanded capabilities” filing |
| 2026-08-26 | NOG | NORTHERN OIL & GAS, INC. | financing | Northern Oil and Gas issued $500 million in senior notes due 2034 to fund ongoing oil and gas operations as an established non-operated E&P company. “the Company issued $500,000,000 in aggregate principal amount of the Company's 7.500% Senior Notes due 2034” filing
|
| 2026-08-25 | PARR | PAR PACIFIC HOLDINGS, INC. | m&a | Par Pacific is exiting its 46% stake in Laramie Energy via a $485M oil and gas asset sale, expecting to receive roughly $146M in net proceeds. “Laramie Energy, LLC...entered into a definitive agreement...to sell substantially all of its oil and gas assets to the Purchaser...for $485 million in cash” filing
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All 34 filings the analyst filed here are shown.
An analyst model reads every 8-K from a universe company under $5B and files it under the theme it enters or reports inside, quoting the filing. This says who walked in and what they said; whether entrants outperform is a separate question we have not measured.
Membership is a current classification, not a history: a name that entered the theme last month reads as if it were always here. Entrants come from 8-Ks of universe companies under $5B only. Nothing on this page is a recommendation; the tape says what is unusual, the voices say who is in, the record says how our own picks did, the filings say who walked in.
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