Does Host Hotels & Resorts (HST) Have a Compelling Valuation?
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Income Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 10,756 | $206,085 | -38% | 0.23% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $10.16 | 1,000 | $10,156.50 | 1,000 | 2020-05-12 | Filing | |
| $19.07 | 248 | $4,732.12 | 43,709 | 2019-04-15 | Filing | |
| $3.38 | 35,000 | $118,300.00 | 5,621,416 | 2009-03-03 | Filing | |
| $3.39 | 50,000 | $169,500.00 | 5,586,416 | 2009-03-03 | Filing | |
| $3.41 | 65,000 | $221,650.00 | 5,536,416 | 2009-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $19.95 | 12,673 | $252,826.35 | 331,536 | 2026-02-27 | Filing | |
| $18.47 | 9,086 | $167,847.50 | 659,841 | 2025-12-12 | Filing | |
| $18.15 | 11,954 | $216,965.10 | 668,927 | 2025-12-11 | Filing | |
| $17.64 | 35,000 | $617,473.50 | 262,094 | 2025-11-25 | Filing | |
| $15.38 | 4,644 | $71,434.01 | 71,425 | 2025-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 340,989 | $6,533,349 | 2.07% | |
| 2. | 308,916 | $5,918,825 | 0.29% | |
| 3. | 247,483 | $4,281,071 | 0.01% | |
| 4. | 206,143 | $3,949,700 | 0.06% | |
| 5. | 174,179 | $3,337,270 | 0.02% |