Amentum Holdings, Inc. (AMTM): A Bull Case Theory
We came across a bullish thesis on Amentum Holdings, Inc. on R. Dennis’s Substack by OppCost. In this article, we will summarize the bulls’ thesis on AMTM.
Amentum Holdings Inc. (AMTM)
Market is closed
Sector: Industrials
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Freestone Grove Partners Todd Barker And Daniel Morillio | 2,051,859 | $49,142,023 | 0.37% | |
| 2. | Arvin Capital Management Rohan Varavadekar | 1,636,492 | $39,193,983 | -24% | 7.08% |
| 3. | Point72 Asset Management Steve Cohen | 1,380,992 | $33,074,757 | +294% | 0.06% |
| 4. | 683 Capital Partners Ari Zweiman | 1,275,000 | $30,536,250 | -22% | 1.6% |
| 5. | Brightline Capital Naval Khera | 1,200,000 | $28,740,000 | +20% | 11.78% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $21.23 | 4,600 | $97,635.00 | 4,600 | 2025-02-18 | Filing | |
| $20.81 | 100,000 | $2,080,700.00 | 620,893 | 2025-02-12 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 45,026,743 | $1,078,390,495 | 100% | |
| 2. | 22,116,835 | $529,698,190 | 0.08% | |
| 3. | 17,990,449 | $430,871,245 | 0.01% | |
| 4. | 15,554,691 | $372,534,850 | 0.01% | |
| 5. | 11,918,586 | $285,450,135 | 0.22% |
News See All
Amentum (AMTM) Hits All-Time High on Q4 Blowout
Revenues jumped by 72 percent to $14.39 billion from $8.39 billion year-on-year, as a result of revenues from the combination with Jacobs’ Critical Mission Solutions and Cyber & Intelligence (CMS) businesses...
Amentum Holdings, Inc. (NYSE:AMTM) Q4 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's Fourth Quarter and Full Fiscal Year 2025 Earnings Conference Call. Today's call is being recorded.
Amentum (AMTM) Soars 17% on Higher PT
In a social media post, Left said that President Donald Trump “just made AMTM the most important company in America that nobody’s heard of….$55,” noting that the latter manages 90 percent of the...
Morgan Stanley Raises Amentum Holdings (AMTM) PT to $20 Despite Underweight Rating
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Amentum Holdings, Inc. (AMTM): A Bull Case Theory
We came across a bullish thesis on Amentum Holdings, Inc. on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on AMTM.
Amentum Holdings, Inc. (NYSE:AMTM) Q3 2025 Earnings Call Transcript
Operator: Ladies and gentlemen, thank you for standing by. Good morning, and welcome to Amentum's Third Quarter Fiscal Year 2025 Earnings Conference Call. Today's call is being recorded.
Amentum Holdings (AMTM) Receives $360M Following Rapid Solutions Divestment
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