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

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 published an update on ALSN on February 23, 2022. A copy of the associated Earnings Update report is here

We closed the TGT Long Idea on April 10, 2026. A copy of the associated Position Close report is here.

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