Brookdale (BKD) Surged Amid a Shortage in Senior Living Facilities
Night Watch Investment Management, an investment management firm, released its first-quarter 2026 investor letter. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 306,885,000 | $505,441,129 | 5.96% | ||
| 2. | Deerfield Management James E. Flynn | 11,637,032 | $159,194,598 | 1.88% | |
| 3. | Antipodes Partners Jacob Mitchell | 11,406,814 | $156,045,216 | -1% | 3% |
| 4. | Carronade Capital Management Daniel Gropper | 8,586,874 | $117,468,000 | +17% | 1.54% |
| 5. | Maple Rock Capital Len Kipp And Xavier Majic | 8,157,148 | $111,589,785 | -5% | 3.63% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.50 | 9,140 | $50,306.56 | 351,883 | 2024-03-06 | Filing | |
| $5.36 | 1,000 | $5,360.00 | 500,052 | 2024-02-23 | Filing | |
| $3.09 | 50,000 | $154,415.00 | 401,291 | 2022-11-17 | Filing | |
| $1.96 | 35,000 | $68,764.50 | 300,224 | 2020-03-20 | Filing | |
| $2.10 | 4,761 | $9,974.30 | 39,897 | 2020-03-19 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.82 | 10,000 | $68,235.00 | 223,836 | 2025-05-19 | Filing | |
| $5.84 | 10,000 | $58,421.00 | 233,836 | 2025-03-07 | Filing | |
| $5.62 | 10,000 | $56,200.00 | 211,382 | 2024-12-05 | Filing | |
| $7.25 | 3,300 | $23,925.00 | 146,152 | 2024-05-15 | Filing | |
| $5.85 | 20,763 | $121,415.80 | 149,452 | 2024-02-27 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 22,716,638 | $310,763,607 | 0.01% | |
| 2. | 12,812,004 | $171,680,854 | 0.39% | |
| 3. | 10,390,844 | $142,146,746 | 0% | |
| 4. | 10,103,610 | $138,217,385 | 0% | |
| 5. | 8,830,607 | $120,802,704 | 0.02% |