Permian Basin Q2 Update – Power, Water, Solid Waste, and Data Centers
GFL’s proposed acquisition of Secure follows 19% revenue growth at Secure and 14.8% EBITDA growth at GFL, with Permian produced-water and waste infrastructure in focus.
Wednesday, August 12, 2026
Investor Letters
All letters- Grey Owl Capital Management fourth quarter of 2018
- White Falcon Capital Management Q2 2026 +8.5%
- Merion Road Capital Q2 2026 +16.6%
- Distillate Capital 2026 Q2
- O'Keefe Stevens Advisory Q2 2026
- CrossingBridge Advisors Q2 2026
- McIntyre Partnerships H1 2025 -19.0%
- GreensKeeper Asset Management Q2 +10.9%
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