eBay Inc. (EBAY): A Bull Case Theory
We came across a bullish thesis on eBay Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bull’s thesis on EBAY.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Lyrical Asset Management Andrew Wellington And Jeff Keswin | 3,989,883 | $270,234,776 | -2% | 4.11% |
2. | Impax Asset Management Ian Simm | 3,535,290 | $239,037,391 | +2537% | 1.44% |
3. | Yacktman Asset Management Donald Yacktman | 2,157,368 | $146,118,535 | -14% | 1.92% |
4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 1,419,727 | $96,158,110 | +1613% | 0.12% |
5. | AQR Capital Management Cliff Asness | 1,422,696 | $94,965,011 | +27% | 0.1% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$74.02 | 536 | $39,674.72 | 26,753 | 2021-08-13 | Filing | |
$68.89 | 16 | $1,102.24 | 26,217 | 2021-08-12 | Filing | |
$69.86 | 7 | $489.02 | 26,201 | 2021-07-21 | Filing | |
$68.03 | 19 | $1,292.57 | 26,194 | 2021-07-14 | Filing | |
$65.96 | 53 | $3,495.88 | 26,175 | 2021-06-15 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$77.36 | 3,098 | $239,661.28 | 93,392 | 2025-06-17 | Filing | |
$77.38 | 23,597 | $1,825,935.86 | 44,413 | 2025-06-17 | Filing | |
$79.69 | 1,547 | $123,280.43 | 312,409 | 2025-06-10 | Filing | |
$79.16 | 11,097 | $878,438.52 | 313,956 | 2025-06-10 | Filing | |
$79.33 | 9,037 | $716,905.21 | 325,053 | 2025-06-09 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 59,637,972 | $4,039,279,845 | 0.07% | |
2. | 41,062,891 | $2,781,189,565 | 0.06% | |
3. | 23,898,178 | $1,618,623,596 | 0.07% | |
4. | 23,114,041 | $1,565,524,174 | 0.42% | |
5. | 12,469,586 | $841,982,202 | 0.07% |