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Coal
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 22, 2026 |
Third Avenue Value Fund Matthew Fine
|
View | Energy Transition, Oil, Buybacks, Copper, Coal, Sanctions | 0001.HK, 2603.TW, 6951.T, 6955.T, BIRG.L, BMW.DE, BZU.MI, CMA, CS, DB, HBR.L, HCC, IFP.TO, LUN.TO, SFOR.L, SSUB.OL, SUBCY, TDW, VAL | Banking, Copper, energy, Europe, Mining, Resource Conversion, value |
| 2025 Q4 | Jan 24, 2026 |
Greystone Capital Adam Wilk
|
View | Payments, E-commerce, Buybacks, Coal | APG, BEL, DR.TO, FC, FOUR, KITS.TO, LMB, LNF.TO, LSPD.TO, NRP, SQ, SYZ, TOST, VYX | Buybacks, Coal, concentrated, E-Commerce, payments, small caps, value |
| 2025 Q4 | Jan 27, 2026 |
Gate City Capital Michael Melby
|
View | Media, Real Estate, Precious Metals, Coal, Fertilizers, Trucking | 1211.SR, ALCO, APP, BTU, DSP, EVC, HTLD, IPI, JAKK, MOS, TTD, XOM | Agriculture, energy, Media, Precious Metals, real estate, small caps, value |
| 2025 Q4 | Mar 13, 2026 |
Goehring & Rozencwajg Associates, LLC Leigh Goehring
|
View | Uranium, Commodities, Gold, Oil, Natural Gas, Silver, Copper, Coal | CCJ, COPX, GDX, GOOGL, META, NEE, SIL, TSLA, VST, XBM, XLE, XOP | Coal, commodities, Copper, gold, Natural Gas, oil, Silver, uranium |
| 2025 Q4 | Jan 12, 2026 |
Pabrai Wagons Fund Mohnish Pabrai
|
View | Value, Buybacks, Coal, Airports, Homebuilders, Auto Dealers, Oil Services | AAPL, AMR, AMZN, AN, GOOGL, HMT.L, META, MSFT, NVDA, PHM, RIG, TOL, TSLA | Airports, Auto Dealers, Buybacks, Coal, global, Homebuilders, Oil Services, value |