Danaos Corporation (DAC): A Bull Case Theory
We came across a bullish thesis on Danaos Corporation on The Skeptical Optimist’s Substack by Dheeraj Namburu. In this article, we will summarize the bulls’ thesis on DAC.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Ion Asset Management Stephen Levey And Jonathan Half | 654,308 | $56,427,522 | +16% | 3.1% |
2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 282,655 | $24,376,167 | -6% | 0.02% |
3. | No Street Capital Jeff Osher | 250,000 | $21,560,000 | 1.59% | |
4. | Millennium Management Israel Englander | 50,951 | $4,394,014 | +272% | 0% |
5. | Two Sigma Advisors John Overdeck And David Siegel | 42,100 | $3,630,704 | +21% | 0.01% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 13,838 | $1,242,761 | 0.14% | |
2. | 4,340 | $389,775 | 0.08% | |
3. | 2,980 | $267,634 | 0% | |
4. | 294 | $26,404 | 0% |