Life Time Group Holdings, Inc. (LTH): A Bull Case Theory
We came across a bullish thesis on Life Time Group Holdings, Inc. on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on LTH.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Leonard Green & Partners Leonard Green | 24,906,061 | $662,003,101 | 25.75% | |
| 2. | Hood River Capital Management David Swank | 4,393,585 | $116,781,489 | +2% | 1.28% |
| 3. | D E Shaw D. E. Shaw | 2,999,400 | $79,724,052 | -42% | 0.04% |
| 4. | Fisher Asset Management Ken Fisher | 2,231,329 | $59,308,723 | -1% | 0.02% |
| 5. | Two Sigma Advisors John Overdeck And David Siegel | 1,956,300 | $51,998,454 | +33% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.76 | 39,000 | $653,507.40 | 1,414,613 | 2024-05-31 | Filing | |
| $14.59 | 34,411 | $502,004.87 | 34,411 | 2023-11-17 | Filing | |
| $12.73 | 41,761 | $531,592.47 | 11,447,541 | 2023-11-06 | Filing | |
| $12.67 | 48,239 | $611,342.49 | 11,405,780 | 2023-11-03 | Filing | |
| $16.55 | 10,000 | $165,496.00 | 11,357,541 | 2023-08-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.90 | 1,493 | $44,646.97 | 77,771 | 2026-02-03 | Filing | |
| $30.31 | 5,880 | $178,222.80 | 102,144 | 2026-02-03 | Filing | |
| $29.75 | 12,088 | $359,618.00 | 110,967 | 2026-01-23 | Filing | |
| $28.05 | 74,487 | $2,089,427.39 | 380,683 | 2025-11-28 | Filing | |
| $28.04 | 162,722 | $4,562,383.16 | 380,683 | 2025-11-26 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,830,652 | $473,938,730 | 17.64% | |
| 2. | 13,643,761 | $362,651,166 | 0.01% | |
| 3. | 11,227,351 | $298,422,990 | 0.01% | |
| 4. | 7,021,829 | $186,645,710 | 0.04% | |
| 5. | 6,100,827 | $162,106,200 | 0.04% |