Selz Capital’s Top Q3 Bets: Kinder Morgan Inc (KMI) Macquarie Infrastructure Company, LLC (MIC) & More

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Selz Capital upped its position in Air Lease Corp (NYSE:AL) by 3% to 1.03 million shares worth $29.43 million during the third quarter. Meanwhile, the stock advanced by 6.9% during the same period. The number of funds tracked by us bullish on Air Lease Corp declined by 26% to 29 during the second quarter. The largest stake in Air Lease Corp (NYSE:AL), among these funds, was held by Osterweis Capital Management, which reported holding $60.6 million worth of stock as of the end of June. It was followed by Royce & Associates with a $50.2 million position. Other investors bullish on the company included Basswood Capital and D E Shaw.

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Then there’s Kinder Morgan Inc (NYSE:KMI), whose stock surged by 24.3% between July and September, which sent the value of Selz Capital’s position to $22.16 million from $17.94 million, as the fund left the holding unchanged at 958,211 shares. Selz Capital was one of 53 funds from our database that held shares of Kinder Morgan at the end of June, down by five funds over the quarter. The largest position was held by Berkshire Hathaway, which reported ownership of $496.7 million worth of stock as of the end of June. On the second spot was FPR Partners which amassed $274 million worth of shares. Moreover, Zimmer Partners, Renaissance Technologies, and D E Shaw were also bullish on Kinder Morgan Inc (NYSE:KMI).

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Disclosure: none

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