Alluvial Fund’s Views on Vistance Networks (VISN)
Alluvial Capital Management's Q2 2026 investor letter for the Alluvial Fund reported a 4.9% return, with a year-to-date increase to 8.0%. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Leucadia National Ian Cumming And Joseph Steinberg | 84,000 | $502,320 | +111% | 0% |
| 2. | Bayforest Capital Theodoros Tsagaris | 6,798 | $40,652 | 0.06% | |
| 3. | Olympiad Research LP Thong Nguyen | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.75 | 10,000 | $107,500.00 | 302,417 | 2026-08-10 | Filing | |
| $1.25 | 11,600 | $14,500.00 | 712,475 | 2024-03-27 | Filing | |
| $1.60 | 92,127 | $147,154.46 | 320,000 | 2024-03-13 | Filing | |
| $1.59 | 57,300 | $90,952.29 | 227,873 | 2024-03-12 | Filing | |
| $1.05 | 15,000 | $15,769.50 | 941,830 | 2024-03-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.27 | 23,864 | $149,555.69 | 74,507 | 2026-09-02 | Filing | |
| $6.75 | 176,136 | $1,188,037.32 | 98,371 | 2026-08-28 | Filing | |
| $13.10 | 235,589 | $3,086,380.81 | 2,319,887 | 2021-01-05 | Filing | |
| $13.04 | 404,089 | $5,269,805.47 | 2,319,887 | 2021-01-04 | Filing | |
| $13.19 | 95,334 | $1,257,531.73 | 2,319,887 | 2020-01-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,608,379 | $27,558,109 | 0.08% | |
| 2. | 3,879,462 | $23,897,486 | 0.04% | |
| 3. | 3,956,306 | $23,658,089 | 0% | |
| 4. | 2,535,050 | $15,159,598 | 0.13% | |
| 5. | 2,169,800 | $12,975,404 | 0.49% |