GMS Inc. (GMS): A Bull Case Theory
We came across a bullish thesis on GMS Inc. on Stock Region Research’s Substack by Stock Region. In this article, we will summarize the bulls’ thesis on GMS.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Meteora Capital Vikas Mittal | 0 | $0 | 0% | |
| 2. | AQR Capital Management Cliff Asness | 0 | $0 | 0% | |
| 3. | Pentwater Capital Management Matthew Halbower | 0 | $0 | 0% | |
| 4. | TIG Advisors Carl Tiedemann And Michael Tiedemann | 0 | $0 | 0% | |
| 5. | Point72 Asia (Singapore) Steve Cohen | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.00 | 3,650 | $255,500.00 | 66,928 | 2025-04-07 | Filing | |
| $40.19 | 205,000 | $8,238,950.00 | 6,336,573 | 2022-09-30 | Filing | |
| $39.82 | 100,000 | $3,982,000.00 | 6,131,573 | 2022-06-23 | Filing | |
| $38.72 | 93,897 | $3,635,691.84 | 6,031,573 | 2022-06-22 | Filing | |
| $48.10 | 60,000 | $2,886,000.00 | 5,937,676 | 2022-04-08 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $110.05 | 54,944 | $6,046,587.20 | 3,486,524 | 2025-07-16 | Filing | |
| $110.06 | 104,550 | $11,506,773.00 | 3,541,468 | 2025-07-15 | Filing | |
| $110.05 | 179,133 | $19,713,586.65 | 3,646,018 | 2025-07-14 | Filing | |
| $108.23 | 5,000 | $541,150.00 | 23,950 | 2025-06-30 | Filing | |
| $73.46 | 12,474 | $916,340.04 | 31,507 | 2025-04-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 557 | $61,231 | 0% | |
| 2. | 4,926 | $496 | 0% | |
| 3. | 0 | $0 | 0% | |
| 4. | 0 | $0 | 0% | |
| 5. | 0 | $0 | 0% |