Sell-Side Analysts Ignore Burford Capital’s (BUR) Massively Lucrative Protein Cases
Greenhaven Road Capital, an investment management company, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 14,673,240 | $60,160,284 | +13% | 0.21% |
| 2. | AQR Capital Management Cliff Asness | 6,268,451 | $25,700,529 | +802% | 0.01% |
| 3. | D E Shaw D. E. Shaw | 3,577,247 | $14,666,713 | +270% | 0.01% |
| 4. | Greenhaven Road Investment Management Scott Stewart Miller | 3,042,947 | $12,476,083 | +43% | 8.1% |
| 5. | DG Capital Management Dov Gertzulin | 2,244,180 | $9,201,138 | +2296% | 1.94% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $13.25 | 25,283 | $334,999.75 | 25,283 | 2025-03-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.60 | 210,000 | $3,064,950.00 | 278,862 | 2025-07-09 | Filing | |
| $14.60 | 210,000 | $3,064,950.00 | 3,406,625 | 2025-07-09 | Filing | |
| $14.60 | 17,500 | $255,412.50 | 293,479 | 2025-07-09 | Filing | |
| $14.60 | 7,000 | $102,165.00 | 80,172 | 2025-07-09 | Filing | |
| $14.61 | 90,000 | $1,314,900.00 | 452,185 | 2025-01-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,240,892 | $4,906,694,663 | 1.62% | |
| 2. | 18,474,414 | $75,748,380 | 0.02% | |
| 3. | 17,349,811 | $71,134,226 | 0% | |
| 4. | 7,647,727 | $31,303,974 | 2.76% | |
| 5. | 4,778,963 | $19,593,748 | 0% |