What smart money is saying about PBF Energy
PBF
No fund has written a full thesis on PBF Energy in our archive, but 1 fund letter reports a position in it — most recently Third Avenue Small-Cap Value Fund in March 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in PBF Energy on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- March 2026
“Leading performance contributor LSB Industries benefited from global gas disruption, rising prices and potentially serious impacts to the global fertilizer supply. Disruption to Middle East oil and gas flows and damage to Middle East processing assets creates significant disruption to energy and product flows, though to varying degrees and depending on location, which means wider pricing differentials and wider crack spreads for those positioned to take advantage. The currently disrupted environment is very desirable for refining company PBF Energy in many ways. SandRidge Energy, an oil and gas producer, was also a beneficiary of rising disruption to Middle East energy transportation during the quarter and has the most direct connection to higher energy prices. Kaiser Aluminum is also a beneficiary of impediments to U.S. metal imports. All four investments performed well during a quarter which was marked by disruption to normal operations of their respective industries.”
PBF Energy
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