Array Digital Infrastructure, Inc. (AD): A Bull Case Theory
We came across a bullish thesis on Array Digital Infrastructure, Inc. on Valueinvestorsclub.com by madler934. In this article, we will summarize the bulls’ thesis on AD.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Jericho Capital Asset Management Josh Resnick | 1,815,844 | $97,365,555 | 1.11% | |
| 2. | Newtyn Management Noah Levy And Eugene Dozortsev | 1,700,000 | $91,154,000 | +26% | 9.58% |
| 3. | GAMCO Investors Mario Gabelli | 964,561 | $51,719,761 | -9% | 0.5% |
| 4. | Oaktree Capital Management Howard Marks | 724,444 | $38,844,687 | 0.55% | |
| 5. | Point72 Asset Management Steve Cohen | 343,623 | $18,425,065 | -6% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $76.20 | 1,960 | $149,356.90 | 19,374 | 2025-08-18 | Filing | |
| $75.77 | 93,300 | $7,069,341.00 | 17,600 | 2025-08-12 | Filing | |
| $49.34 | 37,597 | $1,855,035.98 | 0 | 2024-08-05 | Filing | |
| $22.15 | 18,826 | $417,076.85 | 18,825 | 2023-04-10 | Filing | |
| $19.61 | 1,834 | $35,964.74 | 18,981 | 2022-12-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,242,384 | $120,237,138 | 0.03% | |
| 2. | 1,429,210 | $76,634,240 | 0% | |
| 3. | 761,686 | $40,841,626 | 0.05% | |
| 4. | 552,950 | $29,649,179 | 0.2% | |
| 5. | 508,552 | $27,268,557 | 0% |