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Uranium
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 15, 2026 |
ROCKLINC Partners Fund Jonathan Wellum
|
View | Uranium, Gold, Value, Precious Metals, Silver, ETFs | AAPL, ACA, AEM.TO, AMZN, APG, BIP.TO, BN.TO, BUR.L, CCO.TO, CSL, DHR, FNV.TO, GROY, KNSL, KPG.AX, MELI, MKL, NOW, OR.V, PLD, RGLD, ROP, RPRX, SII.TO, TSU.TO, WPM.TO | active management, Canada, ETFs, gold, Precious Metals, Silver, uranium, value |
| 2025 Q4 | Jan 28, 2026 |
GreenWood Investors Steven Wood
|
View | Uranium, Luxury, Gene Therapy, Oil Sands, Restaurants | GNS.L, IPCO.TO, JACK, LDO.MI, NXE, ODET.PA, UHR.SW | activism, Behavioral, Collaboration, global, Governance, turnaround, 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 15, 2026 |
L1 Capital Long Short Fund Andrew Larke
|
View | AI, Uranium, Gold, Value, Infrastructure, Travel, Lithium, Steel | ALL.AX, AZJ.AX, BSL.AX, CRH, CTD.AX, FLT.AX, FTT.AX, JHX.AX, LLOY.L, LNW.AX, LSF.AX, MIN.AX, STLD, WGX.AX | Australia, gold, infrastructure, Long/Short, Steel, Travel, value |
| 2025 Q3 | Sep 30, 2025 |
RLH SPAC Fund, LP Louis Camhi
|
View | Uranium | - | arbitrage, Capital markets, IPOs, optionality, SPACs |
| 2025 Q3 | Nov 8, 2025 |
Cullen Enhanced Equity Income Fund James Cullen
|
View | Uranium | BAX, BDX, CAG, RIO, SW | defensives, dividends, growth vs value, interest rates, Valuations |
| 2025 Q3 | Oct 21, 2025 |
Tourlite Capital Management Jeffrey G. Cherkin
|
View | Uranium | FIP, FTAI, TIC | Bubbles, liquidity, momentum, shortselling, Speculation |
| 2025 Q3 | Oct 20, 2025 |
L1 Capital Long Short Fund Andrew Larke
|
View | Uranium, Commodities, Energy | CNU NZ, CRH, FRA GR, HBM CN, IMD AU, MIN AU, NXE, WGX AU | Copper, gold, Nuclear Energy, uranium, Value Investing |
| 2022 Q2 | Jul 31, 2022 |
REQ Global Compounders Oddbjørn Dybvad
|
View | Uranium | - | Capital Allocation, Compounding, growth, M&A, ROIC |