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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 22, 2025 | Miller Howard Investments Infrastructure | - | - | AES, CEG, CMS, CSX, NG/ LN, OKE, PPL, TMUS, TPGP, WCN, WMB, XEL | cash flow, Electrification, inflation protection, infrastructure, regulated assets | The commentary highlights infrastructure equities as long-duration assets benefiting from secular investment cycles in energy transition, electrification, and grid modernization. Management notes that regulated assets and contracted cash flows offer inflation protection and downside resilience despite short-term rate volatility. Infrastructure is positioned as a hybrid growth-and-income theme with improving visibility into long-term returns. | View | |
| 2023 Q1 | Apr 17, 2023 | EdgePoint Global Portfolio | 4.1% | 4.1% | BERY, CSX, DE, MC FP, QSR, TSLA | - | View | ||
| 2025 Q1 | Mar 31, 2025 | Miller Howard Investments Infrastructure | - | - | AMAR, CEG, CSX, EQIX, EXC, SRE, TMUS, TRGP, UPS | - | View | ||
| 2023 Q3 | Oct 9, 2023 | Artemis US Select Fund (Class I Accumulation Shares GBP) | 2.6% | - | CEG, CSX, DXCM, META | - | View | ||
| 2025 Q3 | Oct 20, 2025 | Appalaches Capital | 7.0% | 14.4% | CSX, LRCX, PGR | Behavioral Finance, Concentration, Progressive Insurance, Scale Economies, Value Investing | Appalaches maintained a concentrated, benchmark-agnostic portfolio of 12 holdings emphasizing disciplined value investing. The letter revisits scale economies shared, highlighting Progressive Insurance as a case study in using data and cost efficiencies to deliver sustainable underwriting profits. The manager stresses patience, intrinsic value growth, and a long-term compounding approach while avoiding speculative behavior. | LRCX CSX PGR LRCX CSX PGR |
View |
| 2024 Q3 | Sep 30, 2024 | Appalaches Capital | 3.0% | 7.1% | CME, CNI, CPNG, CSX, GOOG, OCI NA, PLX FP | - | View | ||
| 2025 Q1 | Apr 21, 2025 | Appalaches Capital | 0.5% | 0.5% | ACGL, ASML, AZO, CNR CN, CSX, LAD, LRCX | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Nov 29, 2025 | Fund Letters | Jake Keys | CSX Corp. | Industrials | Railroads | Bear | NASDAQ | Competition, execution risk, Leadership Change, network effects, Pricing pressure, Rail consolidation | View Pitch |
| Nov 28, 2025 | Fund Letters | Jake Keys | CSX Corp. | Industrials | Railroads | Bear | NASDAQ | Competition, execution risk, Leadership Change, network effects, Pricing pressure, Rail consolidation | View Pitch |
| Sep 1, 2025 | Substack | Pacific Northwest Edge | CSX Corporation | Industrials | Railroads | Neutral | competitive moat, CSX Corporation, duopoly, earnings growth, Free Cash Flow, market downturn, Norfolk Southern Railway, railroad, Share Buybacks, supply chain | 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 |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||