Does Host Hotels & Resorts (HST) Have a Compelling Valuation?
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hudson Bay Capital Management Sander Gerber | 704,984 | $13,507,494 | 0.05% | |
| 2. | Taproot Management David Lin And Jason Beverage | 186,352 | $3,570,504 | +35% | 0.67% |
| 3. | Winton Capital Management David Harding | 100,522 | $1,926,002 | +164% | 0.07% |
| 4. | Magnetar Capital Alec Litowitz And Ross Laser | 77,257 | $1,464,792 | +47% | 0.01% |
| 5. | LDR Capital Lawrence Raiman | 11,555 | $221,394 | 0.3% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.16 | 1,000 | $10,156.50 | 1,000 | 2020-05-12 | Filing | |
| $19.07 | 248 | $4,732.12 | 43,709 | 2019-04-15 | Filing | |
| $3.38 | 35,000 | $118,300.00 | 5,621,416 | 2009-03-03 | Filing | |
| $3.39 | 50,000 | $169,500.00 | 5,586,416 | 2009-03-03 | Filing | |
| $3.41 | 65,000 | $221,650.00 | 5,536,416 | 2009-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $22.00 | 58,579 | $1,288,738.00 | 697,658 | 2026-05-08 | Filing | |
| $19.95 | 12,673 | $252,826.35 | 331,536 | 2026-02-27 | Filing | |
| $18.47 | 9,086 | $167,847.50 | 659,841 | 2025-12-12 | Filing | |
| $18.15 | 11,954 | $216,965.10 | 668,927 | 2025-12-11 | Filing | |
| $17.64 | 35,000 | $617,473.50 | 262,094 | 2025-11-25 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 77,533,617 | $1,485,544,087 | 0.03% | |
| 2. | 59,903,002 | $1,147,741,518 | 0.06% | |
| 3. | 43,152,140 | $826,795,002 | 0.02% | |
| 4. | 24,197,647 | $458,787,429 | 0.03% | |
| 5. | 17,175,430 | $329,081,242 | 0.05% |