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Natural Gas
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Feb 18, 2026 |
The Gabelli Equity Income Fund Mario J. Gabelli
|
View | AI, Gold, Dividends, Natural Gas | BK, CR, CVX, DE, FCX, FLR, GATX, GPC, MSFT, NEM, NFG, STT | AI, dividends, energy, financials, gold, Utilities |
| 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 | Jan 24, 2026 |
Miller Howard North American Energy Fund Adam Fackler
|
View | Dividends, Oil, Natural Gas, Data Centers, Refiners | CHRD, CNQ, CVE, CVX, EQT, GPOR, HES, LBRT, MPC, OKE, OXY, PBA, PSX, RRC, SM, SU, VLO, XOM | Data centers, dividends, energy, Natural Gas, North America, oil, Refiners |
| 2025 Q4 | Feb 17, 2026 |
Aegis Value Fund Scott L. Barbee
|
View | Gold, Oil, Natural Gas, Dollar, Data Centers, Gold Miners | ARREF, ARX.TO, ASTL.TO, ATH.TO, BOCH, CVE.TO, CYL.AX, EFX.TO, EQX.TO, HNRG, IFP.TO, IPCO.TO, KMR.L, MEG.TO, NGS, ORE.TO, PD.TO, VET.TO | commodities, Dollar, energy, gold, Mining, Precious Metals, small cap, value |
| 2025 Q4 | Jan 14, 2026 |
Riverwater Partners Small Cap Strategy Adam Peck
|
View | AI, Nuclear, Natural Gas, Infrastructure Spending | ADEA, AMD, ATMU, ATRC, BHST, BKH, CNX, DIS, HSTM, ITGR, KGS, LEU, LMNR, LOPE, MOD, NPKI, PLMR, STKL, VECO, WRBY | AI, financials, healthcare, infrastructure, Natural Gas, nuclear, Quality, small caps |
| 2025 Q4 | Jan 27, 2026 |
WestEnd Capital George Bolton
|
View | AI, Natural Gas, GLP1, Industrial Policy, Defense Spending, Aluminum | BA, CAT, CCJ, CENX, FCX, GE, KGS, LLY, PLTR | AI, Aluminum, defense, energy, healthcare, industrials, Natural Gas, technology |
| 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 16, 2026 |
Bison Energy Opportunity Fund, L.P. Brendan Cumming
|
View | Value, Energy Transition, Oil, Natural Gas | OIH, PSCE, XLE, XOP | cycle, energy, Natural Gas, oil, small cap, underinvestment, value |
| 2025 Q4 | Feb 8, 2026 |
Signia Capital Management Richard Beaven
|
View | FinTech, Natural Gas, Metallurgical Coal, Oilfield Sand | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value |
| 2025 Q4 | Jan 18, 2026 |
Ninepoint Partners LP John Wilson
|
View | AI, Crypto, Gold, Energy Transition, Infrastructure, Natural Gas, Critical Minerals | COIN, FIGR, SHOP.TO | AI, crypto, Electrification, energy, fixed income, gold, infrastructure, Natural Gas |
| 2025 Q4 | Feb 4, 2026 |
Emeth Value Capital Andrew Carreon
|
View | AI, Energy Transition, Natural Gas, Propane | SPB.TO | Canada, CNG, Consolidation, Distribution, energy, Propane, Transformation, value |
| 2025 Q4 | Jan 21, 2026 |
Cedar Creek Partners Tim Eriksen
|
View | Defense, Natural Gas, Community Banks | ENDI, MCBS, SLBK, SODI, SPY | Community Banks, defense, Expert Market, Microcap, Natural Gas, OTC, value |
| 2025 Q3 | Oct 14, 2025 |
Guinness Global Energy Will Riley
|
View | Natural Gas, Energy Markets, Oil Supply | - | Energy Transition, LNG, Natural Gas, oil, Opec |
| 2025 Q3 | Oct 19, 2025 |
Miller Howard Investments MLP Strategy Adam Fackler
|
View | Energy, Midstream, Natural Gas | - | Capex, dividends, energy, Midstream, Natural Gas |
| 2025 Q3 | Oct 27, 2025 |
Horizon Kinetics Murray Stahl
|
View | Inflation, Natural Gas, Scarcity | ALS CN, EME, LB, MSB, SJT, TRC, WBI | gold, inflation, Natural Gas, Scarcity, water |