LNG

LNG

LNG

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2024 Q1	Apr 15, 2024	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	3.7%	0.0%	COR, CRWD, LEGN, LNG, ORLY, RNR, SNPS, VEEV, VRSK	-			View
2023 Q4	Dec 31, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	0JZ0 LN, APTV, BC, BJ, FIVE, FND, IDXX, LNG, ORLY, PCTY, PINS, RNR	-			View
2025 Q4	Jan 24, 2026	Miller Howard Investments Infrastructure	-2.9%	8.8%	AMT, CEG, LNG, MPC, NEE, NGG, PEG, SRE, T, TMUS, TRGP, UPS, VZ, XEL	Data centers, dividends, energy, infrastructure, nuclear, Utilities	The US nuclear industry is undergoing its most significant shift in decades with rising electricity demand, policy support, and emerging technologies creating foundation for long-term capacity expansion. The manager views companies with existing nuclear assets and restart plans as ideal investments with attractive risk/reward profiles. Rising electricity demand driven by data centers is a key growth driver, with hyperscalers signing multiple power purchase agreements for nuclear offtake. Data centers have power demands ranging from 50 MW to 2 GW and are willing to sign agreements at premium prices for nuclear generation. The portfolio offers high dividend yield over 2.5x the S&P 500 Index with strong prospects for dividend growth and ample coverage. Eight holdings announced dividend increases this quarter with an average increase of 9.5%. Policy support through the Infrastructure Investment and Jobs Act and Inflation Reduction Act has provided financial support and tax credits for nuclear development, putting it on level ground with wind and solar while creating a floor for existing nuclear fleet.		View
2025 Q4	Jan 24, 2026	Miller Howard Investments MLP Strategy	1.9%	6.0%	AM, EPD, ET, GEL, LNG, MPLX, PAA, SUN, WES, WMB	dividends, Energy Transitio, infrastructure, Midstream, Natural Gas	The energy theme reflects sustained investment interest in midstream and infrastructure assets that benefit from long-term demand growth rather than short-term commodity price movements. Structural tailwinds such as data center expansion, electrification, and rising natural gas exports support stable cash flows and income generation. The theme emphasizes resilient balance sheets, disciplined capital allocation, and growing shareholder returns through dividends and buybacks.		View
2025 Q4	Jan 21, 2026	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	-3.8%	13.9%	APH, COR, CRS, CYBR, EME, HUBS, IBKR, LNG, ORLY, PANW, PFGC, TPG, VEEV, VRSK	defense, energy, financials, growth, healthcare, industrials, mid cap, technology	The portfolio initiated a position in Karman Holdings, a missile systems design and manufacturing specialist. The company is well-positioned as a vital picks-and-shovels provider in the defense and commercial space industries, supporting defense stockpile replenishment, commercial satellite constellation expansion, and major Department of Defense investments in hypersonic and air defense systems. The manager anticipates a significant acceleration in AI adoption as 2026 unfolds. This represents a key forward-looking catalyst that could drive investment opportunities across the technology sector. The manager is currently awaiting a Supreme Court decision on the Trump Administration's tariffs and expects potential pivots toward alternative trade enforcement frameworks. The implementation of the One Big Beautiful Bill is projected to drive higher consumer tax refunds and catalyze corporate capital spending. The portfolio holds CyberArk Software, an access security solutions provider, which reported strong third quarter results. The stock is closely linked to Palo Alto Networks following its acquisition offer, demonstrating the consolidation dynamics in the cybersecurity sector.	HUBS APH KRMN VEEV IBKR	View
2025 Q4	Jan 21, 2026	Meridian Hedged Equity Fund	0.1%	0.0%	ABNB, AMZN, CB, DHI, DHR, DKNG, GEO, LNG, LW, LYV, MGM, MTCH, VST, YOU	energy, gaming, Hedged Equity, Homebuilders, Options, Travel, value	The fund holds positions in gaming companies including MGM Resorts International and DraftKings. MGM benefited from record results in Macau properties and BetMGM achieving profitability. DraftKings faced near-term pressures from earnings shortfalls and competitive pressures but maintains long-term earnings potential. The fund maintains exposure to energy companies including Vistra Corp and Cheniere Energy. Vistra is positioned to benefit from surging electricity demand driven by data centers and electrification trends, operating attractive nuclear and natural gas generation assets in tight power markets. The fund has exposure to travel-related companies including MGM Resorts and Clear Secure. Clear Secure provides biometric identity solutions for travelers and benefited from robust travel demand and operational efficiency during the quarter. The fund holds D.R. Horton as a top position, representing exposure to the homebuilding sector. The company is positioned in the residential construction market.	YOU DHR MGM VST DKNG LW	View
2024 Q3	Sep 30, 2024	Miller Howard Investments Infrastructure	0.0%	0.0%	AWK, LNG	-			View
2024 Q3	Sep 30, 2024	Miller Howard Investments MLP Strategy	0.0%	0.0%	HESM, LNG	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. FOCUS Growth Equity Strategy	3.7%	0.0%	BC, CHE, CRWD, IDXX, LNG, MLM, ORLY, PANW, RNR, SNPS, VRSK, WCN	-			View
2023 Q3	Sep 30, 2023	TimesSquare Capital Management U.S. Mid Cap Growth Strategy	4.8%	0.0%	APTV, ARGX, BJ, CSGP, EFX, FIVE, FND, GFL, HCP, IAC, IDXX, LNG, MLM, PINS, PXD, RGEN, RNR, ROST, RPM, RPRX, SNPS, VAC	-			View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Dec 1, 2025	Seeking Alpha	Seeking Alpha	Cheniere Energy, Inc.		Oil & Gas Midstream	Neutral		Cheniere Energy, EBITDA guidance, growth potential, infrastructure, international partnerships, JERA Co., LNG, Louisiana, SPA contract, Texas	View Pitch
Dec 1, 2025	Seeking Alpha	Seeking Alpha	Cheniere Energy		Oil & Gas Midstream	Neutral		Cheniere Energy, EBITDA guidance, growth potential, JERA Co., LNG market, Louisiana, Pipelines, receiving terminals, SPA contract, Texas	View Pitch
Aug 8, 2025	Seeking Alpha	IWA Research	Cheniere Energy	Energy	Oil & Gas Midstream	Bull	NYSE	—	View Pitch

BSD Shareholders of LNG

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

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.

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