LongSUNCJune 30, 2026

Miller/Howard Investments, Inc. on SunocoCorp LLC

Thesis

Miller/Howard initiated a position in SunocoCorp based on its research into the company's exposure to the current oil-price environment. The firm believes SunocoCorp can be a beneficiary of those conditions. It also sees opportunities for the company to consolidate the gasoline distribution industry, providing an additional avenue for growth.

We initiated a position in SunocoCorp (SUNC), as our research suggests it can be a beneficiary of the current oil price environment and has opportunities to consolidate the gasoline distribution industry for further growth.
Miller/Howard Investments, Inc. — Infrastructure Quarterly Report 2Q 2026