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)
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. | 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 |
|---|---|---|---|---|---|---|
| $39.58 | 3,000 | $118,740.00 | 7,000 | 2025-12-10 | Filing | |
| $39.03 | 2,000 | $78,060.00 | 4,000 | 2025-12-05 | Filing | |
| $39.46 | 2,000 | $78,920.00 | 2,000 | 2025-11-26 | Filing | |
| $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 |
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: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,298,095 | $49,665,115 | 0.35% | |
| 2. | 671,694 | $25,699,012 | 0.04% | |
| 3. | 86,203 | $2,900,894 | 0.03% | |
| 4. | 65,550 | $2,507,943 | 0.09% | |
| 5. | 52,646 | $2,014,235 | 0.04% |
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
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is it Now A Great Time to Invest in APi Group (APG)?
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APi Group (APG) Investment: A Success in Safety and Growth
Greystone Capital Management, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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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