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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q3 | Sep 30, 2023 | The Wolf of Harcourt Street | -3.8% | 14.3% | ACOG, ACTU, AESI, ALMU, AXSM, BWAY, CVRX, DCTH, ELUT, FANG, GENI, GHM, KRT, MYO, NPCE, ODD, ORN, PESI, RNTX, UNIT | Biotechnology, defense, energy, healthcare, nuclear, SmallCap, Trade Policy | The fund holds multiple biotech positions including Alpha Cognition with FDA-approved Alzheimer's drug ZUNVEYL, Actuate Therapeutics in Phase 2 trials for pancreatic cancer, Axsome with CNS treatments, and Rein Therapeutics developing pulmonary fibrosis therapies. These companies target large addressable markets with significant revenue potential. | View | |
| 2026 Q1 | Apr 28, 2026 | Liberty Park Capital Management | -5.4% | -5.4% | ACNT, AESI, KRT, NEOG, SWIM, XMTR | AI, Crowding, energy, Fundamental Analysis, Long/Short, small caps | View | ||
| 2025 Q1 | Mar 31, 2025 | Miller Howard North American Energy Fund | - | - | AESI, AR, COP, CVE, CVX, EQT, GPOR, HES, KMI, LBRT, SM, SOBO, SU, TRGP, WTTR, XOM | Canada, dividends, energy, Midstream, Natural Gas, oil, Trade Policy | Oil prices remained flat during the quarter despite energy sector outperformance. The portfolio focuses on producers with long drilling inventory to reduce volatility from short-term oil price fluctuations. Permian Basin production analysis shows rapid well decline rates, making longer-term price stability more likely than short-term volatility. | View | |
| 2025 Q4 | Feb 8, 2026 | Signia Capital Management | - | 35.0% | AESI, GDOT, METC, TBBK | catalysts, Coal, energy, Fintech, Microcap, Natural Gas, small cap, value | METC is a U.S.-based producer of metallurgical coal with low cost position versus competitors and growing production profile from 4m tons per year to upwards of 7m tons by 2028. The company has a significant rare earth project at Brook Mine in Wyoming with a PEA study indicating pre-tax NPV of approximately $1.2b, representing substantial embedded value that the market was mispricing. Atlas Energy Solutions is the lowest-cost producer and market share leader of frac sand in the Permian basin with cost advantages from in-basin location, high quality sand reserves, and unique distribution network including a 42 mile conveyor belt. The Dune Express conveyor system reduces trucking miles by 60-70% which lowers delivered costs and improves reliability. Green Dot is a fintech company and prepaid card services provider that underwent strategic review process and announced a two-part transaction. The company renewed a large contract with Wal-Mart extending the term from 2027 to 2033, removing a large overhang on the stock, and beat and raised guidance for three consecutive quarters. Atlas Energy Solutions provides distributed power solutions through its fleet of over 900 natural-gas powered generators typically used in remote energy and industrial applications. The company is targeting over 400 megawatts installed by year-end 2027 compared to around 240 megawatts today with potential market opportunity of 2,000 megawatts in the years ahead. | GDOT AESI METC |
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| 2024 Q4 | Dec 31, 2024 | Miller Howard North American Energy Fund | - | - | AESI, AR, DINO, EQT, KMI, LBRT, LYB, PBA, PSX, RRC, SM, SOBO, TRP, WTTR, XOM | AI, China, Data centers, energy, Natural Gas, oil, Pipelines, Refiners | Natural gas emerged as a key beneficiary of AI-driven data center demand growth. Weather-driven price surges boosted natural gas producers like Antero Resources and Range Resources. The fund added natural gas pipelines as emerging beneficiaries of power-hungry AI/data center boom. | View | |
| 2024 Q4 | Dec 31, 2024 | Miller Howard Investments | - | - | ABBV, AESI, AM, CPT, EIX, EQIX, ETR, GSK, HCA, HST, LAMR, LBRT, LNG, LYB, MAA, MRK, MSM, OKE, ORI, PAGP, PCG, RY, SM, SOBO, TRP, USB, VST, WMB | Data centers, dividends, energy, infrastructure, Natural Gas, retirement, Utilities | The letter extensively analyzes dividend-based retirement strategies, demonstrating that high-yield stocks historically outperformed the S&P 500 with 11.1% vs 9.8% annualized returns from 1928-2023. Dividend spending strategies never failed in 67 simulated 30-year retirements, while allowing higher average spending than the traditional 4% Rule. | View | |
| 2024 Q3 | Sep 30, 2024 | Miller Howard North American Energy Fund | 0.0% | 0.0% | AESI, CHRD, CVE, CVX, DINO, HES, KMI, OXY, PBA, TRGP, TRP, WTTR, XOM | energy, Midstream, Natural Gas, oil, Pipelines, Shale | Portfolio rotation into natural gas-focused midstream stocks delivered strong returns this quarter, partially offsetting oil producer and refiner weakness. Kinder Morgan is seeing excitement around long-term exposure to AI-related natural gas developments. | AESI WTTR |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Fund Letters | Miller Howard North American Energy Fund | Atlas Energy Solutions | Energy | Oil & Gas Equipment & Services | Bull | NYSE | Conveyor Infrastructure, Delaware Basin, Energy Services, Logistics, Proppant Supply, Sand Mining | View Pitch |
| Feb 21, 2026 | Fund Letters | Richard Beaven | Atlas Energy Solutions Inc. | Energy | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | data centers, Distributed Power, Frac Sand, Logistics Advantage, Low-cost producer | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| Leon Cooperman | Omega Advisors | $3.0B | $47.6M | 1.58% | 5,053,474 | -312,889 | -5.83% | 2.4104% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $11.5M | 0.02% | 1,223,333 | +1,123,767 | +1128.67% | 0.5835% |
| Israel Englander | Millennium Management LLC | $233.2B | $17.7M | 0.01% | 1,883,042 | +1,834,551 | +3783.28% | 0.8982% |
| Mario Gabelli | GAMCO Investors | $10.4B | $112,456 | 0.00% | 11,938 | -13,030 | -52.19% | 0.0057% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $31.6M | 0.11% | 3,349,507 | +25,167 | +0.76% | 1.5976% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $3.6M | 0.44% | 204,091 | -5,876 | -2.80% | 0.1844% |
| Rich Handler | Jefferies | $19.3B | $7.6M | 0.04% | 802,760 | +802,760 | +100.00% | 0.3829% |