Is Burford Capital (BUR) Resilient to Tariffs?
Greenhaven Road Capital, an investment management company, released its first-quarter 2025 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 | 7,235,504 | $95,581,008 | +11% | 0.55% |
2. | Contrarian Capital Jon Bauer | 2,466,748 | $32,585,741 | 8.37% | |
3. | Bandera Partners Gregory Bylinsky And Jefferson Gramm | 1,767,114 | $23,343,576 | 8.4% | |
4. | DG Capital Management Dov Gertzulin | 1,614,006 | $21,321,019 | +26% | 7.53% |
5. | Greenhaven Road Investment Management Scott Stewart Miller | 1,607,622 | $21,236,687 | 8.66% |
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 |
---|---|---|---|---|---|---|
$14.61 | 90,000 | $1,314,900.00 | 452,185 | 2025-01-28 | Filing | |
$14.61 | 90,000 | $1,314,900.00 | 3,577,194 | 2025-01-28 | Filing | |
$14.61 | 7,500 | $109,575.00 | 310,979 | 2025-01-28 | Filing | |
$14.61 | 3,000 | $43,830.00 | 82,489 | 2025-01-28 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 3,147,356 | $4,154,844,909 | 2.02% | |
2. | 11,046,063 | $145,918,493 | 0% | |
3. | 10,544,401 | $139,291,537 | 34.37% | |
4. | 9,471,310 | $119,501,388 | 0.03% | |
5. | 7,647,727 | $100,884,723 | 10.08% |