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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 8, 2025 | Palm Valley Capital Management | 0.8% | 1.4% | CHRD, CRI, HCSG, KELYA, MAN, PSLV, PZZA, RES | capital preservation, Cash, optionality, risk management, volatility | The letter frames volatility as a structural feature of modern markets driven by leverage, algorithmic trading, and rapid sentiment shifts. Management positions the portfolio defensively with elevated cash and selectively deploys capital during periods of market stress. The strategy seeks to protect capital first while preserving optionality for future dislocations. | PSLV PZZA RES CHRD HCSG |
View |
| 2024 Q1 | May 2, 2024 | Madison Small Cap Fund | 6.3% | 17.2% | CCOI, CHRD, HCP, MWA | - | View | ||
| 2024 Q1 | Apr 25, 2024 | Miller Value Partners Income Strategy | 11.7% | 11.7% | CHRD, JXN, MPW, MSTR, STLA, UGI | - | View | ||
| 2025 Q4 | Jan 24, 2026 | Miller Howard North American Energy Fund | 1.0% | 6.1% | 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 | Pressure pumpers are seeing growing interest in supplying power to data centers under long-term contractual arrangements. Mobile generation equipment can be deployed within weeks at competitive efficiency levels. Liberty Energy announced a positive 1GW data center power generation project by year-end 2027. Natural gas prices rallied sharply amid a cold start to winter in the US, supported by strong LNG exports and rising data center power demand. The portfolio reduced natural gas price exposure by selling EQT Corp and trimming Range Resources Corp. Oil prices drifted lower on a near-term supply glut and closed the quarter in the mid-$50/bbl range. Adjusted for inflation, prices are near century lows. At current prices, E&Ps are expected to further rein in production with US supply likely to decline in 2026. The portfolio increased Valero and Phillips 66 on strong refinery dynamics. Marathon Petroleum had a rare refinery earnings miss on operational items believed to be one-time, with favorable 2026 capex guidance. The portfolio currently offers an indicated yield of 3.2% that is well supported down to roughly $45/bbl oil, with potential for significantly larger variable capital returns at higher commodity prices. Suncor Energy raised its dividend 5.3% amid strong buybacks. | View | |
| 2024 Q3 | Sep 30, 2024 | Carillon Eagle Small Cap Growth Fund | 0.0% | 0.0% | ANF, CELH, CHRD, ELF, LNTH, PCVX, PJT, RMBS, VNOM, ZETA | - | View | ||
| 2022 Q3 | Sep 11, 2022 | Bernzott Capital Advisors – US Small Cap | 8.5% | 8.5% | ADTN, BV, CHRD, EHC, HCI, KN, SRC, TCBI, VNOM, WSC | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 8, 2026 | Fund Letters | Jayme Wiggins | Chord Energy Corporation | Energy | Oil & Gas Exploration & Production | Bull | NASDAQ | buybacks, cashflow, dividends, energy, Shale | 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 |
|---|---|---|---|---|---|---|---|---|
| Todd J. Kantor | Encompass Capital Advisors | $2.5B | $36.3M | 1.48% | 391,127 | -650 | -0.17% | 0.6221% |
| Bill Miller | Miller Value Fund | $283.8M | $5.4M | 1.89% | 57,766 | +5,000 | +9.48% | 0.0919% |
| Paul Tudor Jones | Tudor Investment Corp | $53.4B | $511,241 | 0.00% | 5,515 | -14,459 | -72.39% | 0.0088% |
| Steven A. Cohen | Point72 Asset Management | $86.8B | $6.6M | 0.01% | 71,093 | +3,132 | +4.61% | 0.1131% |
| Dmitry Balyasny | Balyasny Asset Management | $76.6B | $931,913 | 0.00% | 10,053 | +1,903 | +23.35% | 0.0160% |
| Israel Englander | Millennium Management LLC | $233.2B | $712,678 | 0.00% | 7,688 | -123,419 | -94.14% | 0.0122% |
| Jeremy Grantham | GMO LLC | $39.1B | $2.5M | 0.01% | 27,300 | +27,300 | +100.00% | 0.0434% |
| Cliff Asness | AQR Capital Management | $190.6B | $41.4M | 0.02% | 446,210 | -498,486 | -52.77% | 0.7097% |
| Mario Gabelli | GAMCO Investors | $10.4B | $688,854 | 0.01% | 7,431 | -2,906 | -28.11% | 0.0118% |
| Matthew Barrett | Glendon Capital Management | $1.7B | $27.6M | 1.64% | 297,550 | +57,000 | +23.70% | 0.4733% |
| Cory Martin | Barrow, Hanley, Mewhinney & Strauss | $30.0B | $17,984 | 0.00% | 194 | +0 | +0.00% | 0.0003% |
| Kevin M. Keeley | Keeley-Teton Advisors, LLC | $824.8M | $3.3M | 0.40% | 29,487 | -821 | -2.71% | 0.0570% |
| Sunil Jagwani | Key Group Holdings | $1.9B | $56.8M | 2.95% | 485,998 | +0 | +0.00% | 0.9750% |
| Rich Handler | Jefferies | $19.3B | $6.5M | 0.03% | 70,000 | +70,000 | +100.00% | 0.1113% |