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 | $1,178,000 | -30% | 0.25% |
| 2. | Leucadia National Ian Cumming And Joseph Steinberg | 26,803 | $789,348 | -77% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $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 | |
| $29.26 | 1,000 | $29,260.00 | 956,444 | 2026-03-12 | Filing | |
| $29.50 | 1,000 | $29,500.00 | 14,600 | 2026-03-09 | 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. | 7,202,183 | $212,104,289 | 0.01% | |
| 2. | 5,581,340 | $164,370,463 | 0% | |
| 3. | 2,760,965 | $81,309,413 | 0.02% | |
| 4. | 1,158,379 | $34,114,250 | 0.01% | |
| 5. | 909,088 | $26,772,642 | 0.01% |