Here’s Why Donnelley Financial (DFIN) Declined Almost 20% in Q1
O’keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Simcoe Capital Management Jeffrey Jacobowitz | 774,165 | $33,838,753 | 6.07% | |
2. | Ophir Asset Management Steven Ng And Andrew Mitchell | 479,296 | $20,950,028 | 3.66% | |
3. | Millennium Management Israel Englander | 168,901 | $7,382,663 | -25% | 0% |
4. | D E Shaw D. E. Shaw | 141,764 | $6,196,504 | -15% | 0.01% |
5. | Two Sigma Advisors John Overdeck And David Siegel | 130,300 | $5,695,413 | -5% | 0.01% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$48.89 | 1,000 | $48,890.00 | 43,128 | 2025-02-21 | Filing | |
$27.51 | 1,398 | $38,455.76 | 3,794,725 | 2022-05-11 | Filing | |
$26.83 | 232,759 | $6,243,946.38 | 3,793,327 | 2022-05-11 | Filing | |
$27.08 | 24,697 | $668,831.81 | 3,560,568 | 2022-05-10 | Filing | |
$26.73 | 160,664 | $4,294,339.86 | 3,535,871 | 2022-05-10 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$56.54 | 10,000 | $565,376.00 | 58,815 | 2025-06-10 | Filing | |
$54.03 | 11,022 | $595,540.70 | 143,448 | 2025-05-23 | Filing | |
$54.63 | 14,475 | $790,763.46 | 122,092 | 2025-05-21 | Filing | |
$54.63 | 5,000 | $273,130.50 | 136,567 | 2025-05-20 | Filing | |
$55.11 | 13,700 | $754,954.94 | 578,181 | 2025-05-16 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,269,919 | $186,638,160 | 0% | |
2. | 1,868,709 | $81,681,270 | 0% | |
3. | 1,332,775 | $58,255,595 | 0.28% | |
4. | 1,195,743 | $52,265,927 | 0% | |
5. | 1,049,723 | $45,883,432 | 0% |