Ferrovial SE (FER): A Bull Case Theory
We came across a bullish thesis on Ferrovial SE (FER) on Substack by OppCost. In this article, we will summarize the bulls’ thesis on FER.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | TCI Fund Management Chris Hohn | 19,333,428 | $861,116,451 | 1.99% | |
2. | Luxor Capital Group Christian Leone | 671,855 | $30,179,727 | +2% | 1.72% |
3. | Fisher Asset Management Ken Fisher | 380,208 | $17,078,942 | 0.01% | |
4. | Skye Global Management Jaime Sterne | 274,000 | $12,308,080 | +9% | 0.33% |
5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 185,709 | $8,276,153 | 0.01% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 24,913,875 | $1,107,414,070 | 0.68% | |
2. | 19,355,835 | $865,747,787 | 0.02% | |
3. | 17,636,889 | $808,474,993 | 0.29% | |
4. | 1,711,361 | $763,112,534 | 1.07% | |
5. | 13,625,353 | $606,708,816 | 0.58% |