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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 27, 2025 | Horizon Kinetics | - | - | ALS CN, EME, LB, MSB, SJT, TRC, WBI | gold, inflation, Natural Gas, Scarcity, water | The letter explored localized inflation as a defining macro theme, driven by constrained supply in resources like gold, potash, and natural gas. Horizon Kinetics expects scarcity investing to dominate the next decade as datacenter power demand and water scarcity reshape capital flows. The firm favors asset-light royalty models in commodities, water, and energy infrastructure, anticipating compounding returns from inflation-hedged income streams. | MESABI SJT ALS CN WPM CN MESABI SJT ALS CN WPM CN |
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| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Jan 28, 2026 | Fund Letters | Murray Stahl | WaterBridge Infrastructure LLC | Energy | Oil & Gas Equipment & Services | Bull | New York Stock Exchange | infrastructure, Permian, royalties, Tollbooth, Water | 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. | ||||||||