APi Group Corporation (APG): A Bull Case Theory
We came across a bullish thesis on APi Group Corporation on Speedwell Memos’s Substack by Speedwell Research. In this article, we will summarize the bulls’ thesis on APG.
Api Group Corp (APG)
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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. | Durable Capital Partners Henry Ellenbogen | 14,898,178 | $512,050,378 | -7% | 3.79% |
| 2. | Viking Global Andreas Halvorsen | 12,306,277 | $422,966,740 | -29% | 1.1% |
| 3. | Lionstone Capital Management Leon Lowenstein | 2,616,750 | $89,937,698 | 21.02% | |
| 4. | Select Equity Group Robert Joseph Caruso | 2,457,941 | $84,479,432 | -13% | 0.35% |
| 5. | Hood River Capital Management David Swank | 2,272,994 | $78,122,787 | -2% | 0.92% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.10 | 10,750 | $162,325.00 | 27,800 | 2022-09-19 | Filing | |
| $14.97 | 626 | $9,371.22 | 17,050 | 2022-09-16 | Filing | |
| $15.35 | 2,503 | $38,421.05 | 16,424 | 2022-09-15 | Filing | |
| $15.10 | 32,250 | $486,975.00 | 83,400 | 2022-09-19 | Filing | |
| $14.97 | 2,764 | $41,377.08 | 51,150 | 2022-09-16 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $36.44 | 87,878 | $3,202,274.32 | 18,968,790 | 2025-11-05 | Filing | |
| $35.97 | 252,122 | $9,068,828.34 | 19,056,668 | 2025-11-05 | Filing | |
| $35.44 | 260,000 | $9,214,400.00 | 19,308,790 | 2025-11-04 | Filing | |
| $36.78 | 10,163 | $373,795.14 | 19,568,790 | 2025-11-03 | Filing | |
| $36.17 | 289,837 | $10,483,404.29 | 19,578,953 | 2025-11-03 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 35,138,767 | $1,207,719,422 | 0.02% | |
| 2. | 32,428,298 | $1,114,560,619 | 0.02% | |
| 3. | 22,228,439 | $764,006,178 | 0.35% | |
| 4. | 10,771,776 | $370,225,941 | 0.01% | |
| 5. | 7,540,068 | $259,152,137 | 2.72% |
News See All
APi Group Corporation (NYSE:APG) Q3 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to APi Group's Third Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please note this call is being recorded.
Here’s What Supports APi Group’s (APG) Attractive Long-Term Upside
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APi Group (APG) Investment: A Success in Safety and Growth
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APi Group Corporation (NYSE:APG) Q2 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to APi Group's Second Quarter 2025 Financial Results Conference Call. [Operator Instructions] Please note, this call is being recorded.
APi Group Corporation (NYSE:APG) Q1 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to APi Group’s First Quarter 2025 Financial Results Conference Call.
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APi Group Corporation (NYSE:APG) Q4 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to APi Group's Fourth Quarter and Full Year 2024 Financial Results Conference Call.
Maran Capital Management’s Long Term Holding: APi Group (APG)
Investment management company Maran Capital Management recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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