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 | $73,107,429 | 11.59% | |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 202,341 | $2,646,620 | +29% | 0% |
| 3. | Renaissance Technologies Jim Simons | 193,100 | $2,525,748 | +29% | 0% |
| 4. | Citadel Investment Group Ken Griffin | 176,795 | $2,312,479 | +46% | 0% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 82,900 | $1,084,332 | +22% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.72 | 10,000 | $127,199.00 | 59,644 | 2025-12-01 | Filing | |
| $13.62 | 14,738 | $200,791.99 | 21,632 | 2025-12-11 | Filing | |
| $12.92 | 8,000 | $103,352.00 | 111,390 | 2025-12-03 | Filing | |
| $12.65 | 4,452 | $56,317.80 | 4,452 | 2025-12-02 | Filing | |
| $12.94 | 16,743 | $216,676.19 | 265,239 | 2025-12-03 | 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. | 435,744 | $5,390,156 | 1.41% | |
| 2. | 5,795 | $71,685 | 0.01% | |
| 3. | 850 | $10,515 | 0% | |
| 4. | 410 | $5,072 | 0% | |
| 5. | 300 | $3,711 | 0% |