Went short Kodiak Gas Services Inc. stock (KGS) on May 12, 2026 at $75.96/share (previously featured in the April 20, 2026 newsletter issue); on May 28, 2026, bought back KGS at $68.33/share generatin

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Went short Tsakos Energy Navigation Ltd. stock (TEN) on May 7, 2026 at $43.85/share (previously featured in the May 4, 2026 newsletter issue); on May 15, 2026, bought back TEN at $41.6/share generatin