Optimum Communications (OPTU): Evaluating a Tender Offer Arbitrage
Investment management company Curreen Capital released its second-quarter 2026 Investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Senator Investment Group Doug Silverman And Alexander Klabin | 8,000,000 | $11,600,000 | +60% | 0.42% |
| 2. | Alta Fundamental Advisers Jeremy Carton And Gilbert Li | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.59 | 10,000 | $145,900.00 | 20,000 | 2021-12-13 | Filing | |
| $15.08 | 10,000 | $150,800.00 | 10,000 | 2021-12-10 | Filing | |
| $16.50 | 5,000 | $82,500.00 | 48,451 | 2021-11-22 | Filing | |
| $16.75 | 2,500 | $41,875.00 | 43,451 | 2021-11-19 | Filing | |
| $17.03 | 5,000 | $85,150.00 | 40,951 | 2021-11-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $0.74 | 20,000 | $14,800.00 | 868,454 | 2026-08-03 | Filing | |
| $0.88 | 20,000 | $17,600.00 | 888,454 | 2026-07-01 | Filing | |
| $1.12 | 20,000 | $22,400.00 | 933,381 | 2026-06-01 | Filing | |
| $1.59 | 20,000 | $31,800.00 | 1,199,781 | 2026-05-01 | Filing | |
| $1.29 | 20,000 | $25,800.00 | 1,219,781 | 2026-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,543,542 | $28,338,136 | 0% | |
| 2. | 15,920,494 | $23,084,716 | 18.01% | |
| 3. | 8,893,189 | $13,517,648 | 0% | |
| 4. | 7,309,337 | $10,598,539 | 0% | |
| 5. | 6,906,316 | $10,016,619 | 0% |