Fastenal Company (FAST): A Bull Case Theory
We came across a bullish thesis on Fastenal Company on Bullseye Investing’s Substack. In this article, we will summarize the bulls’ thesis on FAST.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Cantillon Capital Management William Von Mueffling | 9,196,705 | $451,006,413 | -2% | 2.48% |
| 2. | AQR Capital Management Cliff Asness | 748,147 | $36,636,778 | -23% | 0.02% |
| 3. | Millennium Management Israel Englander | 721,738 | $35,394,032 | +157% | 0.02% |
| 4. | Squarepoint Ops LLC Maxime Fortin (Cio) | 630,437 | $30,916,630 | +198% | 0.03% |
| 5. | Adage Capital Management Phill Gross And Robert Atchinson | 599,908 | $29,419,488 | +213% | 0.05% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.44 | 1,000 | $40,440.00 | 22,190 | 2025-11-17 | Filing | |
| $39.60 | 1,000 | $39,600.00 | 5,000 | 2025-11-19 | Filing | |
| $40.58 | 1,000 | $40,580.00 | 10,000 | 2025-11-13 | Filing | |
| $49.58 | 1,000 | $49,580.00 | 10,000 | 2025-11-13 | Filing | |
| $40.82 | 1,000 | $40,816.10 | 21,000 | 2025-11-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $48.67 | 6,842 | $333,011.77 | 11,994 | 2025-08-15 | Filing | |
| $48.44 | 84,612 | $4,098,672.97 | 565,036 | 2025-08-12 | Filing | |
| $48.03 | 34,612 | $1,662,421.28 | 0 | 2025-08-08 | Filing | |
| $48.05 | 16,000 | $768,790.40 | 11,880 | 2025-08-08 | Filing | |
| $48.05 | 32,724 | $1,572,411.11 | 11,880 | 2025-08-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 151,515,539 | $7,430,322,032 | 0.11% | |
| 2. | 103,919,665 | $5,096,220,357 | 0.09% | |
| 3. | 54,102,785 | $2,653,200,576 | 0.09% | |
| 4. | 46,377,889 | $2,274,372,149 | 0.36% | |
| 5. | 37,014,789 | $1,809,213,440 | 0.12% |