Barnes & Noble Education, Inc. (BNED): A Bull Case Theory
We came across a bullish thesis on Barnes & Noble Education, Inc. (BNED) on Substack by Catapult Capital. In this article, we will summarize the bulls’ thesis on BNED.
Barnes & Noble Education Inc. (BNED)
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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. | Greenhaven Road Investment Management Scott Stewart Miller | 1,069,162 | $11,226,201 | +106% | 4.58% |
| 2. | 683 Capital Partners Ari Zweiman | 515,000 | $5,407,501 | +48% | 0.37% |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 410,574 | $4,311,034 | +35% | 0.01% |
| 4. | Millennium Management Israel Englander | 351,566 | $3,691,443 | +561% | 0% |
| 5. | Prescott Group Capital Management Phil Frohlich | 290,000 | $3,045,000 | 0.44% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.60 | 142,898 | Large Shareholder, Director | 11,208,746 | 2025-03-13 | Filing | |
| $8.49 | 59,146 | Large Shareholder, Director | 11,065,848 | 2025-03-12 | Filing | |
| $8.15 | 18,000 | Large Shareholder, Director | 112,441 | 2024-07-16 | Filing | |
| $0.05 | 208,200 | Officer | 308,043 | 2024-06-10 | Filing | |
| $7.19 | 12,000 | Large Shareholder, Director | 12,000 | 2024-07-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.25 | 1,500,000 | 2,976,614 | 2024-12-16 | Filing | ||
| $6.57 | 45,140 | Officer | 163,990 | 2022-01-11 | Filing | |
| $7.50 | 4,000 | Officer | 158,375 | 2021-12-16 | Filing | |
| $11.04 | 36,052 | Director | 140,458 | 2021-09-17 | Filing | |
| $10.13 | 41,000 | Officer | 153,210 | 2021-09-09 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,208,746 | $117,691,833 | 72.3% | |
| 2. | 3,090,043 | $32,445,452 | 13.09% | |
| 3. | 752,807 | $7,904,474 | 0% | |
| 4. | 395,361 | $4,151,292 | 0% | |
| 5. | 345,877 | $3,631,709 | 0.23% |
News See All
1 Main Capital’s New Position: Barnes & Noble Education (BNED)
1 Main Capital, a boutique investment firm, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.
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Barnes & Noble Education, Inc. (NYSE:BNED) Q2 2024 Earnings Call Transcript
Hunter Barnes: Thanks operator. Good afternoon, everyone, and welcome to our Fiscal 2024 Second Quarter Earnings Call.
Barnes & Noble Education, Inc. (NYSE:BNED) Q1 2024 Earnings Call Transcript
Operator: Good morning. My name is Rob and I will be your conference operator today.
Will Barnes & Noble Education (BNED) be a Stronger Business in the Future?
Greenhaven Road Capital, an investment management company, released its second quarter 2023 investor letter. A copy of the same can be downloaded here.
Barnes & Noble Education, Inc. (NYSE:BNED) Q4 2023 Earnings Call Transcript
Operator: Thank you for standing by. My name is Maria, and I will be your conference operator today.
33 Best Selling Books of 2023
WordsRated is a research organization that tracks trends in the books and publishing industry.
Should You Consider Investing in Barnes & Noble Education (BNED)?
Greenhaven Road Capital, an investment management company, released its first quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 17% in the first quarter.
Barnes & Noble Education, Inc. (NYSE:BNED) Q2 2023 Earnings Call Transcript
Operator: Hello and welcome to today's Barnes & Noble Education fiscal 2023 second quarter earnings conference call. My name is Bailey and I'll be the moderator for today's call.
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