Is Crocs, Inc. (CROX) A Good Stock To Buy Now?
Is CROX a good stock to buy? We came across a bullish thesis on Crocs, Inc. on Shiven's Substack by $hiven Dhawan. In this article, we will summarize the bulls’ thesis on CROX.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Himalaya Capital Li Lu | 887,093 | $73,646,461 | +42% | 2.3% |
| 2. | No Street Capital Jeff Osher | 875,000 | $72,642,500 | 4.85% | |
| 3. | Patient Capital Management Samantha Mclemore | 842,842 | $69,972,795 | +12% | 2.56% |
| 4. | Greenlight Capital David Einhorn | 669,140 | $55,552,003 | 1.74% | |
| 5. | Point72 Asset Management Steve Cohen | 596,501 | $49,521,513 | +122% | 0.06% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.50 | 3,000 | $223,500.00 | 18,417 | 2025-11-11 | Filing | |
| $76.56 | 2,000 | $153,120.00 | 50,078 | 2025-08-12 | Filing | |
| $76.73 | 2,925 | $224,446.95 | 15,417 | 2025-08-08 | Filing | |
| $76.30 | 336 | $25,637.47 | 12,492 | 2025-08-08 | Filing | |
| $99.70 | 1,000 | $99,702.20 | 22,652 | 2024-11-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $119.11 | 9,988 | $1,189,669.68 | 743,293 | 2026-06-05 | Filing | |
| $117.94 | 15,800 | $1,863,519.94 | 753,281 | 2026-06-05 | Filing | |
| $116.97 | 6,900 | $807,094.38 | 769,081 | 2026-06-05 | Filing | |
| $100.06 | 12,145 | $1,215,171.62 | 131,112 | 2026-02-20 | Filing | |
| $100.00 | 4,963 | $496,300.00 | 108,246 | 2026-02-20 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,778,820 | $396,737,671 | 0.01% | |
| 2. | 3,756,593 | $311,872,373 | 0.02% | |
| 3. | 2,852,280 | $236,796,286 | 69.21% | |
| 4. | 2,178,066 | $180,823,039 | 0% | |
| 5. | 2,085,490 | $173,137,380 | 0% |