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Midstream
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 13, 2026 |
Oakmark Select Fund Tony Coniaris
|
View | Media, Value, Midstream | CHTR, EFX, GLIBA, GOOGL, IQV, LBRDK, NFLX, PAYC, TRGP, WBD | large cap, M&A, Media, Midstream, undervalued, value |
| 2025 Q4 | Jan 24, 2026 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Dividends, Midstream, Data Centers, LNG | AM, EPD, ET, GEL, LNG, PAA, SUN, WES, WMB | Data centers, dividends, energy, LNG, Midstream, MLPs, Natural Gas, Pipelines |
| 2025 Q4 | Jan 26, 2026 |
Harris Associates Concentrated Strategy Tony Coniaris
|
View | AI, Media, Midstream, Regional Banks | CHTR, EFX, FCNCA, GOOGL, LBRDK, PAYC, TRGP, WBD | AI, Banking, Buybacks, energy, Media, Midstream, technology, value |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Energy, Midstream, Natural Gas | - | Capex, dividends, energy, Midstream, Natural Gas |