What smart money is saying about HF Sinclair
DINO
No fund has written a full thesis on HF Sinclair in our archive, but 2 fund letters report a position in it — most recently Cambiar Investors SMID Fund in June 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in HF Sinclair on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“After leading to the upside in the first quarter, the Energy sector declined in 2Q, as settlement talks with Iran led to a decline in oil prices. Cambiar’s sole holding in the sector is HF Sinclair, which sidestepped the sector weakness and posted a solid gain for the quarter.”
HF Sinclair - TrimmedDistillate Capital Multi-StrategyJune 2026
Listed in Distillate Capital Multi-Strategy’s reported holdings.
HF Sinclair
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