Will Endava (DAVA) be Able to Bounce Back?
Night Watch Investment Management, an investment management firm, released its fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Paradice Investment Management David Paradice | 1,871,926 | $17,034,527 | +20% | 3.82% |
| 2. | Prescott Group Capital Management Phil Frohlich | 1,216,354 | $11,068,822 | +101% | 1.17% |
| 3. | Point72 Asset Management Steve Cohen | 612,700 | $5,575,570 | +25% | 0.01% |
| 4. | Kerrisdale Capital Sahm Adrangi | 576,843 | $5,249,271 | +8% | 2.72% |
| 5. | Citadel Investment Group Ken Griffin | 389,269 | $3,542,348 | +30% | 0% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 11,750 | $74,260 | 0.01% | |
| 2. | 10,000 | $63,200 | 0.01% | |
| 3. | 315 | $1,991 | 0% | |
| 4. | 28,753 | $182 | 0% | |
| 5. | 7 | $44 | 0% |