First Financial Bankshares, Inc. (FFIN): A Bull Case Theory
We came across a bullish thesis on First Financial Bankshares, Inc. (FFIN) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on FFIN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hourglass Capital Kenneth A. Moffet | 40,000 | $1,384,000 | 0.27% | |
| 2. | Bayforest Capital Theodoros Tsagaris | 3,857 | $133,452 | 0.12% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $34.89 | 700 | $24,423.00 | 98,324 | 2026-07-24 | Filing | |
| $33.18 | 1,000 | $33,180.00 | 44,634 | 2026-06-11 | Filing | |
| $31.96 | 664 | $21,221.44 | 97,624 | 2026-05-05 | Filing | |
| $29.32 | 1,000 | $29,320.00 | 43,634 | 2026-03-13 | Filing | |
| $29.18 | 1,500 | $43,770.00 | 33,646 | 2026-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.73 | 25,000 | $1,018,250.00 | 471,004 | 2024-12-12 | Filing | |
| $41.12 | 7,000 | $287,840.00 | 101,085 | 2024-11-07 | Filing | |
| $50.74 | 40,000 | $2,029,600.00 | 496,004 | 2021-12-14 | Filing | |
| $54.25 | 20,000 | $1,085,000.00 | 45,055 | 2021-11-16 | Filing | |
| $51.58 | 20,000 | $1,031,600.00 | 536,004 | 2021-06-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,152,844 | $39,888,418 | 0.01% | |
| 2. | 300,997 | $10,414,497 | 0.01% | |
| 3. | 202,196 | $6,995,990 | 0% | |
| 4. | 191,857 | $6,638,252 | 0% | |
| 5. | 185,803 | $6,428,800 | 0.01% |