Cook Street Consulting, Inc.

Cook Street Consulting, Inc. manages $326M in assets, with a concentrated portfolio of just 2 positions. The fund's top holding is Enbridge Inc. (ENB), accounting for $320.2M, or approximately 98.2% of total assets. A smaller position in Ryland Group Ltd. (RYLBF) comprises the remaining $5.4M, or 1.7% of the portfolio. This high-conviction strategy underscores the manager's confidence in its selected investments.

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