Fluor Corporation (FLR): A Bull Case Theory
We came across a bullish thesis on Fluor Corporation on r/Valueinvesting by No_Childhood_3579.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Greenlight Capital David Einhorn | 5,555,900 | $220,180,318 | +1% | 7.73% |
| 2. | Starboard Value LP Jeffrey Smith | 5,191,327 | $205,732,289 | 3.9% | |
| 3. | AQR Capital Management Cliff Asness | 5,167,676 | $204,795,000 | +164% | 0.11% |
| 4. | Rubric Capital Management David Rosen | 4,143,808 | $164,219,111 | -8% | 1.96% |
| 5. | D E Shaw D. E. Shaw | 3,673,687 | $145,588,216 | +13% | 0.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.63 | 40,000 | $1,025,320.00 | 80,764 | 2022-05-12 | Filing | |
| $25.84 | 10,000 | $258,400.00 | 20,000 | 2022-05-11 | Filing | |
| $25.50 | 10,000 | $255,000.00 | 10,000 | 2022-05-10 | Filing | |
| $25.50 | 10,000 | $255,000.00 | 10,000 | 2022-05-10 | Filing | |
| $25.38 | 10,000 | $253,800.00 | 10,000 | 2022-05-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $53.07 | 3,387 | $179,733.86 | 68,664 | 2026-02-23 | Filing | |
| $53.09 | 3,387 | $179,805.67 | 45,999 | 2026-02-23 | Filing | |
| $53.10 | 4,581 | $243,272.63 | 32,748 | 2026-02-19 | Filing | |
| $53.22 | 2,589 | $137,783.73 | 10,731 | 2026-02-19 | Filing | |
| $52.61 | 2,988 | $157,208.84 | 16,273 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 20,491,052 | $812,060,386 | 0.01% | |
| 2. | 15,822,717 | $627,054,274 | 0.01% | |
| 3. | 5,899,219 | $233,786,049 | 0.01% | |
| 4. | 4,515,657 | $178,962,134 | 0.04% | |
| 5. | 4,183,633 | $165,831,968 | 0.01% |