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Refiners
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 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 3, 2026 |
Praetorian Capital Management Harris "Kuppy" Kupperman
|
View | Emerging markets, Precious Metals, Capital Markets, Refiners | JOE, MRX | Capital markets, Dollar, emerging markets, inflation, Precious Metals, real estate, Refiners, value |