Senovas is a core holding (top 5) in both international and US funds; it is the sole refiner processing Canadian oil for the US market.
Bullish
“‘Almost 0%’ Chance Stocks Are Higher In 10 Years | Bill Smead”
David Lin Published Sep 27 · 2 passages
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So, so the best way to play that is a very conservative way and that's by Senovas and that's a very large position in our international fund and a very large position in our US fund.
So, so they are they refine that. So, they're one of the they're one of our five companies. They're the only one that refineses. So, they're refining Canadian oil and and it it's it goes to the United States cuz they're right, you know, their refining is right on the border.
Uh uh um uh uh we own Apache, we own uh uh Kico, we own Diamondback, and then we own Senovas. And our largest two positions are Senovas and Apache in the US fund uh a as well.
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David Lin has only this one call on this stock.
2026-09-27BullishThis one
So, so the best way to play that is a very conservative way and that's by Senovas and that's a very large position in our international fund and a very large position in our US fund. So, so they are they refine that. So, they're one of the they're one of our five companies. They're the only one that refineses. So, they're refining Canadian oil and and it it's it goes to the United States cuz they're right, you know, their refining is right on the border.