Editor’s Note: Since we published this report, HollyFrontier changed its name and ticker to HF Sinclair Corporation (DINO).

We closed JBSS on May 17, 2023. A copy of the associated Position Close report is here.

We published an update on UHS on March 2, 2022. A copy of the associated Earnings Update report is here.

We published an update on HFC on March 2, 2022. A copy of the associated Earnings Update report is here.

We closed the DRI position on March 12, 2021. A copy of the associated Position Update report is here.

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