Blue Tower on Enova International’s Grasshopper Bank Deal Termination
Blue Tower Asset Management's Q3 2026 investor letter highlights portfolio performance and key market updates. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Prescott Group Capital Management Phil Frohlich | 135,898 | $22,709,915 | +50% | 2.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $115.95 | 1,700 | $197,110.07 | 6,257 | 2025-09-10 | Filing | |
| $9.36 | 5,000 | $46,800.00 | 49,788 | 2020-03-19 | Filing | |
| $9.93 | 1,000 | $9,930.00 | 20,000 | 2020-03-18 | Filing | |
| $9.86 | 500 | $4,927.50 | 19,000 | 2020-03-18 | Filing | |
| $9.85 | 267 | $2,629.95 | 18,500 | 2020-03-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $172.00 | 4,156 | $714,832.00 | 118,789 | 2026-10-27 | Filing | |
| $172.00 | 3,758 | $646,376.00 | 122,945 | 2026-10-27 | Filing | |
| $172.00 | 7,391 | $1,271,252.00 | 122,945 | 2026-10-27 | Filing | |
| $171.51 | 27,977 | $4,798,284.91 | 76,995 | 2026-10-27 | Filing | |
| $178.16 | 9,957 | $1,773,909.25 | 306,444 | 2026-10-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 109,347 | $18,272,977 | 1.95% | |
| 2. | 105,000 | $17,546,550 | 0.01% | |
| 3. | 72,385 | $12,096,257 | 0.01% | |
| 4. | 62,351 | $10,419,476 | 0.02% | |
| 5. | 44,155 | $7,378,742 | 0.01% |