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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2024 Q1 | Apr 15, 2024 | Aristotle Value Equity Fund | 6.3% | 12.3% | ADBE, CTVA, LOW, MLM, PSX, TOT CN, XEL | - | View | ||
| 2024 Q4 | Feb 11, 2025 | Elliott Management | - | - | PSX | - | 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 | |
| 2022 Q4 | Jan 20, 2023 | Pelican Bay Capital Management | 9.9% | -1.9% | CPRI, FIS, GNRC, PSX | - | View | ||
| 2023 Q3 | Sep 30, 2023 | Oakmark Fund- International Small Cap | 7.4% | 0.0% | 0R0K LN, CNC, CTVA, CVS CN, DHR, PSX | - | View | ||
| 2023 Q4 | Aug 1, 2024 | Oakmark Select Fund | 8.1% | 0.0% | AXP, PAYC, PSX | - | View | ||
| 2023 Q2 | Jul 18, 2023 | LVS Advisory – Defensive | 0.0% | 4.4% | ADBE, ENB, GOGO, IBKR, MA, PSX | - | View | ||
| 2023 Q2 | Jun 30, 2024 | Miller Howard Investments Income-Equity Strategies | 3.6% | 0.0% | CAG, EMN, EPD, EXR, KEY, MSM, PSX, RY | - | View | ||
| 2024 Q1 | May 4, 2024 | Harris Associates Concentrated Strategy | 6.7% | 6.7% | CHTR, COF, DE, DIS, KKR, LAD, PSX | - | View | ||
| 2023 Q1 | Mar 31, 2023 | Aristotle Core Equity Fund | 2.9% | 21.3% | CI, CTLT, EXPE, NSC, NVDA, PSX, ZTS | - | View | ||
| 2022 Q1 | Mar 30, 2022 | Aristotle Core Equity Fund | 2.9% | 21.3% | PSX, PYPL, SPR | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Aug 8, 2025 | Seeking Alpha | On the Pulse | Phillips 66 | Energy | Oil & Gas Refining & Marketing | Bull | NYSE | — | View Pitch |
| Aug 7, 2025 | Seeking Alpha | Gen Alpha | Phillips 66 | Energy | Oil & Gas Refining & Marketing | Bull | NYSE | — | 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. | ||||||||