Hertz Global Holdings, Inc. (HTZ): A Bull Case Theory
We came across a bullish thesis on Hertz Global Holdings, Inc. on Vasileios Prassas’s Substack by Vasileios. In this article, we will summarize the bulls’ thesis on HTZ.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Knighthead Capital Tom Wagner And Ara Cohen | 181,455,469 | $932,681,111 | 67.33% | |
| 2. | Pershing Square Bill Ackman | 15,241,127 | $78,339,393 | 0.5% | |
| 3. | Marshall Wace LLP Paul Marshall And Ian Wace | 5,678,166 | $29,185,773 | +256% | 0.03% |
| 4. | 4,121,800 | $21,186,052 | +51% | 0% | |
| 5. | Hudson Bay Capital Management Sander Gerber | 2,500,000 | $12,850,000 | +9% | 0.04% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.46 | 250,000 | $1,114,100.00 | 2,160,369 | 2024-04-30 | Filing | |
| $6.99 | 6,387,918 | $44,651,546.82 | 55,342,109 | 2020-03-12 | Filing | |
| $8.06 | 3,743,218 | $30,170,337.08 | 48,954,191 | 2020-03-11 | Filing | |
| $7.79 | 1,285,121 | $10,011,092.59 | 45,210,973 | 2020-03-10 | Filing | |
| $17.22 | 15,000 | $258,225.00 | 55,376 | 2018-05-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.67 | 21,458 | $121,724.80 | 398,518 | 2025-08-27 | Filing | |
| $5.78 | 42,917 | $247,880.01 | 419,976 | 2025-05-15 | Filing | |
| $4.29 | 700 | $3,003.00 | 478,545 | 2025-03-05 | Filing | |
| $4.28 | 14,578 | $62,393.84 | 479,245 | 2025-03-05 | Filing | |
| $4.27 | 6,488 | $27,703.76 | 493,823 | 2025-03-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,222,517 | $93,663,739 | 0% | |
| 2. | 17,212,220 | $88,470,811 | 0.01% | |
| 3. | 26,348,124 | $70,217,750 | 0.1% | |
| 4. | 13,091,121 | $67,288,362 | 0% | |
| 5. | 7,612,000 | $39,125,680 | 0.06% |