Energy Portfolio

UPDATED ON

Sep 25

About this portfolio

Description

Energy holds up to 5 names from energy stocks above $200M. Selection follows the model's conviction in each name.

Strategy

Equal capital goes into every recommendation. Recommendations are published a few hours before the open and placed as market orders, so buys and sells fill at the opening price. Positions are held for 6 to 21 days. Every position carries a 20% stop-loss: if the price touches it during the day, the position is sold there, at 80% of its entry price. Reported returns are measured from those opening prices and include every stop-loss exit.

Holdings:5
New Additions:2
Removed:2

Holdings5

NEW

KOS

Kosmos Energy Ltd.
Sector:Energy
Industry:Oil & Gas Exploration & Production
Market Cap:$1.32B
Analysts Target:-5%
Analysts Rating:2.4/5
ForecastQ Daily Probabilities
49.4%
45.4%
32.9%
NEW

METC

Ramaco Resources, Inc.
Sector:Energy
Industry:Coal
Market Cap:$0.50B
Analysts Target:+26%
Analysts Rating:2.4/5
ForecastQ Daily Probabilities
61.9%
33.5%
53.5%

WBI

WaterBridge Infrastructure LLC
Sector:Energy
Industry:Oil & Gas Equipment & Services
Market Cap:$1.45B
Analysts Target:+20%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
34.7%
39.3%
23.6%

PARR

Par Pacific Holdings, Inc.
Sector:Energy
Industry:Oil & Gas Refining & Marketing
Market Cap:$4.23B
Analysts Target:+0%
Analysts Rating:2.2/5
ForecastQ Daily Probabilities
43.8%
44.2%
32.0%

LB

LandBridge Company LLC
Sector:Energy
Industry:Oil & Gas Exploration & Production
Market Cap:$6.62B
Analysts Target:+0%
Analysts Rating:2.5/5
ForecastQ Daily Probabilities
35.2%
34.2%
18.2%
Removed Stocks2
REMOVED

HPK

HighPeak Energy, Inc.
Sector:Energy
Industry:Oil & Gas Exploration & Production
Market Cap:$1.05B
Analysts Target:+44%
Analysts Rating:2.3/5
ForecastQ Daily Probabilities
45.6%
35.4%
33.6%
REMOVED

SEI

Solaris Energy Infrastructure, Inc.
Sector:Energy
Industry:Oil & Gas Equipment & Services
Market Cap:$4.27B
Analysts Target:+37%
Analysts Rating:2.0/5
ForecastQ Daily Probabilities
51.0%
56.6%
39.6%

Recent News & Events

METCNEUTRALSep 25, 2026
Dividend Payment

Class B Stock Dividend Payment

Ramaco Resources is paying its third-quarter 2026 Class B common stock dividend on September 25, 2026. The dividend, declared at $0.1535 per share, is being paid in additional Class B shares, with fractional entitlements settled in cash.

Ramaco Resources Press Release
LBNEUTRALSep 22, 2026
Regulatory Filing

Pricing of Upsized $125M Senior Notes Offering

LandBridge subsidiary DBR Land Holdings LLC priced an upsized $125 million offering of 6.250% senior notes due 2030. The company intends to use the proceeds to repay borrowings under its revolving credit facility, aiming to optimize its capital structure. The offering is expected to close on October 1, 2026.

SEC Filing (Form 8-K)
LBNEUTRALSep 22, 2026
Corporate Strategy

Planned Conversion to Texas Corporation

LandBridge is in the process of converting from a Delaware LLC to a Texas corporation, a transition expected to be completed in the fourth quarter of 2026. This change will alter the company's governance structure and security holder rights under Texas law.

StockTitan
PARRPOSITIVESep 19, 2026
Share Repurchase Authorization

$250 Million Share Repurchase Authorization

Par Pacific recently announced a $250 million share repurchase authorization. This move is intended to return capital to shareholders and reflects management's confidence in the company's operational profitability and cash flow generation, potentially providing a floor for the stock price.

Simply Wall St
KOSPOSITIVESep 18, 2026
Regulatory Filing

Partial Redemption of Senior Notes

Kosmos Energy announced a partial redemption of $25 million of its 7.750% senior notes due 2027, scheduled for September 30, 2026. This action is part of the company's ongoing strategy to reduce debt and manage its capital structure.

SEC Filing (Form 8-K)
PARRNEGATIVESep 11, 2026
Insider Sale

Significant Insider Selling Activity

Multiple company executives and directors, including CEO William Monteleone and Director Timothy Clossey, have executed significant sales of PARR common stock in September 2026. These transactions, totaling millions of dollars, have been disclosed in recent SEC filings and may signal to the market that insiders are taking profits following the stock's strong performance.

StockTitan

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