Boston Omaha Corporation (BOC): A Bull Case Theory
We came across a bullish thesis on Boston Omaha Corporation (BOC) on Substack by Steve Wagner. In this article, we will summarize the bulls’ thesis on BOC.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Magnolia Capital Fund Adam Peterson | 5,589,253 | $65,282,475 | 12.15% | |
| 2. | Nitor Capital Management David J. Spier | 364,350 | $4,255,608 | -2% | 3.28% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 143,182 | $1,672,366 | +130% | 0% |
| 4. | Citadel Investment Group Ken Griffin | 110,487 | $1,290,488 | -47% | 0% |
| 5. | D E Shaw D. E. Shaw | 57,931 | $676,634 | +97% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.89 | 6,033 | $77,765.37 | 315,991 | 2026-06-01 | Filing | |
| $12.93 | 10,000 | $129,302.00 | 309,958 | 2026-05-29 | Filing | |
| $13.37 | 34,719 | $464,182.61 | 299,958 | 2026-05-28 | Filing | |
| $12.82 | 10,000 | $128,200.00 | 31,046 | 2026-05-27 | Filing | |
| $12.82 | 11,046 | $141,583.21 | 21,046 | 2026-05-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.74 | 11,600 | $229,040.84 | 927,653 | 2023-06-05 | Filing | |
| $26.22 | 9,210 | $241,459.49 | 161,666 | 2022-09-15 | Filing | |
| $25.60 | 10,790 | $276,170.05 | 170,876 | 2022-09-14 | Filing | |
| $23.63 | 300,000 | $7,087,500.00 | 1,076,203 | 2021-04-06 | Filing | |
| $0.00 | 9,919 | $0.00 | 58,276 | 2018-10-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 300 | $4,092 | 0% | |
| 2. | 132 | $1,800 | 0% |