What Makes Crescent Energy (CRGY) an Attractive Investment Bet?
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Balyasny Asset Management Dmitry Balyasny | 3,303,260 | $27,714,351 | +776% | 0.04% |
| 2. | Freestone Grove Partners Todd Barker And Daniel Morillio | 2,523,223 | $21,169,841 | +157% | 0.15% |
| 3. | Citadel Investment Group Ken Griffin | 1,702,159 | $14,281,114 | +26% | 0% |
| 4. | 1,190,330 | $9,986,869 | +644% | 0% | |
| 5. | Pingora Partners Keith Ohnmeis | 1,159,819 | $9,730,881 | -5% | 5.95% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $11.05 | 932 | $10,298.60 | 23,347 | 2025-03-17 | Filing | |
| $10.57 | 20,000 | $211,400.00 | 259,607 | 2025-03-13 | Filing | |
| $10.71 | 6,000 | $64,260.00 | 239,607 | 2025-03-12 | Filing | |
| $10.38 | 4,000 | $41,520.00 | 233,607 | 2025-03-11 | Filing | |
| $11.13 | 950 | $10,573.50 | 45,811 | 2024-09-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $9.91 | 2,948,723 | $29,221,844.93 | 0 | 2025-03-10 | Filing | |
| $9.91 | 2,948,723 | $29,221,844.93 | 0 | 2025-03-10 | Filing | |
| $10.74 | 6,000,000 | $64,440,000.00 | 0 | 2024-04-01 | Filing | |
| $10.74 | 6,000,000 | $64,440,000.00 | 0 | 2024-04-01 | Filing | |
| $9.87 | 13,800,000 | $136,206,000.00 | 0 | 2024-03-11 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 231,105 | $3,129,168 | 2.11% | |
| 2. | 167,634 | $2,263,059 | 0.22% | |
| 3. | 82,000 | $1,107,000 | 0.01% | |
| 4. | 80,889 | $1,092,002 | 0.02% | |
| 5. | 67,934 | $917,109 | 0.17% |