Dave & Buster’s Entertainment, Inc. (PLAY): A Bull Case Theory
We came across a bullish thesis on Dave & Buster’s Entertainment, Inc. (PLAY) on Twitter by marginofdanger. In this article, we will summarize the bulls’ thesis on PLAY.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Hill Path Capital Scott Ross | 7,119,255 | $125,085,310 | 7.78% | |
2. | Eminence Capital Ricky Sandler | 2,905,454 | $51,048,827 | -25% | 0.85% |
3. | Patient Capital Management Samantha Mclemore | 2,201,507 | $38,680,477 | +24% | 1.99% |
4. | Clearline Capital Marc Majzner | 1,349,236 | $23,706,077 | +18% | 1.43% |
5. | CastleKnight Management Aaron Weitman | 1,135,014 | $19,942,196 | +63% | 0.78% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$26.44 | 19,025 | 69,025 | 2024-12-19 | Filing | ||
$27.35 | 1,000 | 25,646 | 2024-12-13 | Filing | ||
$27.31 | 10,000 | 39,456 | 2024-12-13 | Filing | ||
$27.28 | 18,000 | 54,269 | 2024-12-13 | Filing | ||
$25.48 | 37,735 | 139,011 | 2024-12-12 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$29.33 | 6,000 | 51,183 | 2024-12-26 | Filing | ||
$31.10 | 14,287 | 14,657 | 2024-09-12 | Filing | ||
$31.29 | 3,225 | 28,944 | 2024-09-12 | Filing | ||
$65.72 | 50,000 | 50,000 | 2024-04-04 | Filing | ||
$65.72 | 25,000 | 102,277 | 2024-04-04 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,731,144 | $83,126,201 | 0% | |
2. | 3,522,604 | $61,892,152 | 0% | |
3. | 2,419,491 | $42,510,457 | 0.08% | |
4. | 1,506,768 | $26,473,913 | 0% | |
5. | 1,375,393 | $24,165,655 | 0.09% |