Here’s Gator Capital Management’s Investment Thesis for First Financial Bancorp (FFBC)
Gator Capital Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 722,400 | $18,240,599 | -7% | 0.01% |
| 2. | AQR Capital Management Cliff Asness | 249,720 | $6,305,424 | +258% | 0% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 245,285 | $6,193,446 | +18% | 0% |
| 4. | GLG Partners Noam Gottesman | 185,300 | $4,678,826 | +143% | 0.01% |
| 5. | Schonfeld Strategic Advisors Ryan Tolkin (Cio) | 150,578 | $3,802,092 | +115% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.25 | 618 | $15,604.50 | 9,551 | 2025-09-30 | Filing | |
| $22.01 | 775 | $17,057.75 | 74,930 | 2023-03-15 | Filing | |
| $22.01 | 1,132 | $24,915.32 | 109,394 | 2023-03-15 | Filing | |
| $22.01 | 415 | $9,134.15 | 85,561 | 2023-03-15 | Filing | |
| $22.01 | 5,727 | $126,051.27 | 553,665 | 2023-03-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.80 | 11,500 | $308,200.00 | 229,391 | 2025-12-16 | Filing | |
| $26.80 | 11,500 | $308,200.00 | 229,391 | 2025-12-16 | Filing | |
| $26.54 | 7,383 | $195,944.82 | 46,480 | 2025-08-22 | Filing | |
| $24.79 | 12,500 | $309,875.00 | 240,891 | 2025-08-14 | Filing | |
| $24.15 | 787 | $19,006.05 | 7,960 | 2025-05-30 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,751,469 | $68,841,754 | 0.37% | |
| 2. | 848,001 | $21,216,988 | 1.74% | |
| 3. | 268,755 | $6,745,751 | 0.01% | |
| 4. | 45,514 | $1,138,760 | 0.02% | |
| 5. | 20,938 | $523,869 | 0.02% |