Par Pacific Holdings: A Hidden Infrastructure Story

Core Insights - Par Pacific Holdings (PARR) is experiencing a significant breakthrough driven by successful integration of the Billings factory, the upcoming Hawaii SAF project, and aggressive share buybacks, which have accounted for nearly 9% of all outstanding shares since 2024 [1] Company Developments - The integration of the Billings factory is a key factor in the company's current success [1] - The Hawaii SAF project is set to commence, contributing to the company's growth trajectory [1] - Share buybacks have been a strategic move, with nearly 9% of outstanding shares repurchased since 2024 [1] Investment Strategy - The focus is on uncovering high-upside opportunities in overlooked sectors, particularly in small-cap, energy, commodities, and special situations [1] - The investment strategy emphasizes growth, looking for fundamental momentum indicators such as EPS, ROE, and revenue [1] - Price-volume confirmation and macro filters are utilized to analyze market direction, cycles, and behavior [1]