Angel Oak Mortgage, Inc. (NYSE:AOMR) Q1 2026 Earnings Call Transcript
Operator: Good day, and welcome to Angel Oak Mortgage REIT First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please note that this event is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Davidson Kempner Thomas Lenox Kempner | 3,652,673 | $30,024,972 | -12% | 0.41% |
| 2. | Masters Capital Management Mike Masters | 1,000,000 | $8,220,000 | 0.27% | |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 74,774 | $614,642 | +377% | 0% |
| 4. | Millennium Management Israel Englander | 40,750 | $334,965 | 0% | |
| 5. | Renaissance Technologies Jim Simons | 31,223 | $256,653 | +7% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.15 | 10,000 | $81,500.00 | 80,318 | 2026-05-22 | Filing | |
| $8.32 | 3,441 | $28,618.80 | 58,581 | 2025-11-18 | Filing | |
| $9.03 | 5,000 | $45,174.50 | 52,940 | 2025-08-07 | Filing | |
| $9.10 | 5,000 | $45,482.00 | 38,059 | 2024-12-18 | Filing | |
| $9.73 | 5,000 | $48,650.00 | 45,259 | 2024-11-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.87 | 481,537 | $3,789,696.19 | 3,652,673 | 2026-03-20 | Filing | |
| $9.78 | 50,000 | $489,115.00 | 70,488 | 2025-09-17 | Filing | |
| $9.75 | 595,000 | $5,801,250.00 | 4,134,210 | 2025-08-21 | Filing | |
| $9.75 | 452,659 | $4,413,425.25 | 4,729,210 | 2025-05-15 | Filing | |
| $10.00 | 500,000 | $5,000,500.00 | 5,181,869 | 2024-09-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,172,061 | $42,514,341 | 0% | |
| 2. | 1,643,382 | $13,508,600 | 0.01% | |
| 3. | 906,638 | $7,452,567 | 0% | |
| 4. | 779,690 | $6,409,052 | 0% | |
| 5. | 575,035 | $4,698,036 | 0% |