Barnes & Noble Education, Inc. (BNED): A Bear Case Theory
We came across a bearish thesis on Barnes & Noble Education, Inc. (BNED) on Monopolistic Investor’s Substack by Antoni Nabzdyk. In this article, we will summarize the bears’ 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. | Prescott Group Capital Management Phil Frohlich | 891,799 | $11,200,995 | +2% | 0.97% |
| 2. | 683 Capital Partners Ari Zweiman | 349,046 | $4,384,018 | -9% | 0.22% |
| 3. | Ballast Asset Management Ragen Stienke | 299,611 | $3,763,114 | 1.5% | |
| 4. | D E Shaw D. E. Shaw | 168,042 | $2,110,607 | +276% | 0% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 158,292 | $1,988,147 | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $8.60 | 142,898 | $1,229,051.41 | 11,208,746 | 2025-03-13 | Filing | |
| $8.49 | 59,146 | $502,309.23 | 11,065,848 | 2025-03-12 | Filing | |
| $8.15 | 18,000 | $146,629.80 | 112,441 | 2024-07-16 | Filing | |
| $0.05 | 208,200 | $10,410.00 | 308,043 | 2024-06-10 | Filing | |
| $7.19 | 12,000 | $86,268.00 | 12,000 | 2024-07-10 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.64 | 5,000 | $63,200.00 | 71,762 | 2026-07-17 | Filing | |
| $11.61 | 2,237 | $25,971.57 | 76,762 | 2026-07-10 | Filing | |
| $11.61 | 2,785 | $32,333.85 | 81,715 | 2026-07-10 | Filing | |
| $11.61 | 1,066 | $12,376.26 | 31,934 | 2026-07-10 | Filing | |
| $12.65 | 1,384 | $17,507.60 | 78,999 | 2026-07-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,208,746 | $140,781,850 | 78.77% | |
| 2. | 3,379,123 | $42,922,059 | 10.4% | |
| 3. | 1,177,322 | $14,787,164 | 0% | |
| 4. | 1,059,206 | $13,303,629 | 0% | |
| 5. | 804,636 | $10,106,228 | 0% |
News See All
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.
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