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Energy
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 30, 2026 |
Skybound Wealth Management Jabir Sardharwalla
|
View | AI, Energy, Rates, Inflation, Data Centers | AMZN, GOOGL, META, MSFT, ORCL | AI, Capex, Data centers, energy, Hyperscalers, inflation, rates, yield curve |
| 2025 Q4 | Jan 26, 2026 |
Davis Opportunity Fund Chris Davis
|
View | Healthcare, Energy, Active Management, Financials, Technology | AMAT, AMZN, COF, CTRA, CVS, DGX, GOOGL, META, MKL, SOLV, TECK, UNH, USB, VTRS, WCC | active management, energy, financials, healthcare, Outperformance, selectivity, technology, valuation |
| 2025 Q4 | Dec 28, 2025 |
Stone Ridge Asset Management Ross Stevens
|
View | Crypto, Energy, Natural Gas, Reinsurance | AAPL, AMZN, NVDA | Bayesian, Bitcoin, energy, Human Rights, Natural Gas, operations, Reinsurance |
| 2025 Q4 | Feb 5, 2026 |
Black Bear Value Partners Adam Schwartz
|
View | AI, Energy, Private Credit, Housing, Regional Banks, Metallurgical Coal | BLDR, FLG, HCC, PSK.TO, TDW | banks, Coal, energy, Housing, Shorts, turnaround, value |
| 2025 Q4 | Jan 7, 2026 |
Bridgewater Associates Bob Prince
|
View | AI, Energy, Semiconductors, Data Centers | AAPL, META, NVDA | AI, Capex, Data centers, Fed, growth, inflation, Labor, productivity |
| 2025 Q4 | Feb 25, 2026 |
Icahn Enterprises L.P. Carl Icahn
|
View | Energy, Real Estate, Automotive | CVI, UAN, VKSC | Automotive, Conglomerate, energy, Investment, real estate, Refining |
| 2025 Q4 | Jan 26, 2026 |
Brown Advisors Mid-Cap Growth strategy George Sakellaris
|
View | AI, Healthcare, Energy, Semiconductors, Data Centers, Cybersecurity | AS, AXON, CPNG, CSGP, CVNA, EFX, EXPE, FICO, HWM, INSM, IOT, MDLN, NTRA, PLTR, PSN, PSTG, RKLB, ULTA, VEEV, ZS | AI, energy, growth, healthcare, industrials, mid cap, semiconductors, technology |
| 2025 Q4 | Jan 11, 2026 |
Horizon Kinetics Murray Stahl
|
View | AI, Energy, Value, Water, Exchanges | AAPL, AMD, AMZN, AVGO, GOOGL, ICE, LB, META, MIAX, MSFT, NVDA, ORCL, STR, TPL, VNOM, WTTR | AI, Compounding, energy, Exchanges, long-term, private markets, value, water |
| 2025 Q4 | Feb 5, 2026 | View | AI, Energy, Trade Policy, Infrastructure Spending, Industrial Policy, Defense Spending | CAT, TIH.TO | AI, Canada, Defense Spending, energy, infrastructure, National Capitalism, tariffs, technology | |
| 2025 Q4 | Jan 21, 2026 |
Advisors Capital Management, LLC Chuck Lieberman
|
View | AI, Energy, Inflation, Geopolitical | AAPL, AMD, AMZN, AVGO, GOOGL, META, MSFT, NVDA, ORCL, SLB, TSLA | AI, energy, Geopolitical, inflation, productivity, technology, Venezuela |
| 2025 Q4 | Feb 25, 2026 |
SouthernSun Small Cap Michael Cook
|
View | AI, Energy, Small Caps | AEIS, BOOT, CSW, CXT, DAR, DORM, DY, EXTR, KAI, LPX, TKR, USPH | AI, energy, fundamentals, risk, small caps, valuation, value |
| 2025 Q4 | Jan 20, 2026 |
Highwood Value Partners Desmond Kingsford
|
View | Energy, Value, Capital Markets | 2333.HK, ALIM-B.ST, BOL.PA, BORR, BUR.L, FEVR.L, GETB.L, JZC.L, MOT.L, ODET.PA, PROT.OL, RYA.L, STDRL.OL, SYY, TAP, TGO.PA, UMG.AS, VIV.PA, VWS.CO | Capital Cycle, Concentration, energy, Europe, Litigation Finance, special situations, value |
| 2025 Q4 | Jan 11, 2026 |
Thornburg Global Opportunities Fund Brian McMahon
|
View | Energy, Semiconductors, Financials, E-commerce, Trade Policy | 0027.HK, 005930.KS, 0700.HK, 300750.SZ, BABA, BIRG.L, BNP.PA, C, CACI, COF, FCX, GOOGL, LLY, META, NN.AS, ORA.PA, RELIANCE.NS, SAP.DE, SCHW, SHEL, T, TSCO.L, TSM, TTE | Digital Economy, financials, global, growth, semiconductors, technology, Trade Policy, value |
| 2025 Q4 | Feb 21, 2026 |
Lux Capital Josh Wolfe
|
View | AI, Energy, Defense, Concentration, Technology | ANDURIL, DBRX, RAMP | AI, Biotechnology, Concentration, defense, energy, geopolitics, private markets, Venture Capital |
| 2025 Q4 | Jan 21, 2026 |
Meridian Hedged Equity Fund Clayton Freeman
|
View | Energy, Gaming, Homebuilders, Travel | ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU | energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value |
| 2025 Q4 | Feb 25, 2026 |
SouthernSun SMID Cap Michael Cook
|
View | AI, Energy, Valuation | APG, BOOT, CXT, DAR, DY, EXTR, FND, GNRC, LOB, MUSA, OSK, TKR, TREX, WSO | AI, energy, infrastructure, Late-cycle, SMID Cap, valuation, value |
| 2025 Q4 | Jan 18, 2026 |
Brennan Asset Management Patrick Brennan
|
View | AI, Media, Energy, Value, Banking | CODI, DCC.L, GLIBA, MTRO.L, NFLX, PTSB.IR, WBD | AI, Banking, energy, international, Media, special situations, value |
| 2025 Q4 | Jan 14, 2026 |
Jemekk Hedge Fund Gerard Ferguson
|
View | Energy, Precious Metals, Infrastructure Spending, Defense Spending, Canada | CNQ.TO, EIF.TO, FFH.TO, GS, MEG.TO, RTX | aerospace, Canada, commodities, defense, energy, infrastructure, Precious Metals, Resources |
| 2025 Q4 | Feb 23, 2026 |
Mott Capital Management Thematic Growth Portfolio Michael J. Kramer
|
View | AI, Energy | AAPL, AMZN, BRK-A, BSX, GOOGL, GRAIL, META, MSFT, ORCL, OXY, ZTS | AI, Debt, energy, Rotation, technology, underperformance, valuation |
| 2025 Q4 | Jan 20, 2026 |
Marram Investment Management Vivian Y. Chen
|
View | Energy, Payments, Biopharma, Regional Banks | AVDX, BILL, FITB, FOUR, OKE, PAA, PAGP, PAY, PSFE, PYPL | Banking, biopharma, cash flow, energy, payments, value |
| 2025 Q4 | Jan 2, 2026 |
N/A – Not a hedge fund The Oak Bloke
|
View | Energy, FinTech, Infrastructure, Mining, Biotechnology | ANIC.L, AUGM.L, BSRT.L, CGEO.L, DEC.L, DGI9.L, FAIR.L, IPO.L, KZG.L, PINE.L, POW.L, PTAL.L, TCAP.L, TMT.L | Biotechnology, Discounts, energy, Fintech, Mining, small caps, United Kingdom, value |
| 2025 Q4 | Mar 1, 2026 |
Berkshire Hathaway Todd Combs
|
View | Energy, Value, Quality, Insurance, Railroads | 8001.T, 8002.T, 8031.T, 8053.T, 8058.T, AAPL, AXP, KHC, KO, MCO, OXY | Capital Allocation, energy, Float, insurance, Quality, Railroads, Underwriting, value |
| 2025 Q4 | Jan 29, 2026 |
Hotchkis & Wiley Large Cap Fundamental Value George Davis
|
View | Healthcare, Energy, Value, Financials, Software | AIG, APA, C, CMCSA, CRM, CRWD, CVS, ERIC, FDX, FFIV, FISV, GM, NFLX, PLTR, UNH, WBD, WDAY, WPP | banks, energy, financials, healthcare, large cap, software, valuation, value |
| 2025 Q4 | Jan 14, 2026 |
Driehaus Small/Mid Cap Growth Fund Jeffrey James
|
View | AI, Energy, Small Caps, Data Centers, Technology | CRNX, CVNA, GH, NTRA, PWR, XBI | AI, Biotechnology, energy, growth, healthcare, industrials, small caps, technology |