Marten Transport, Ltd. (MRTN): A Bull Case Theory
We came across a bullish thesis on Marten Transport, Ltd. on R. Dennis’s Substack by Oppcost. In this article, we will summarize the bulls’ thesis on MRTN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Sigma Advisors John Overdeck And David Siegel | 1,429,481 | $18,769,086 | +138% | 0.02% |
| 2. | Royce & Associates Chuck Royce | 980,210 | $12,870,157 | +251% | 0.13% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 676,584 | $8,883,548 | +9% | 0% |
| 4. | Citadel Investment Group Ken Griffin | 669,343 | $8,788,473 | -5% | 0% |
| 5. | 4D Advisors Kurt Graeber | 350,000 | $4,595,500 | 2.91% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.88 | 20,000 | $257,660.00 | 176,444 | 2025-04-28 | Filing | |
| $15.81 | 10,000 | $158,051.00 | 156,444 | 2024-10-30 | Filing | |
| $15.07 | 15,000 | $226,050.00 | 136,944 | 2021-09-20 | Filing | |
| $15.25 | 7,070 | $107,817.50 | 119,444 | 2020-10-30 | Filing | |
| $19.98 | 7,500 | $149,865.00 | 76,315 | 2018-04-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.34 | 4,500 | $82,535.40 | 7,448 | 2024-07-25 | Filing | |
| $18.22 | 4,500 | $81,998.55 | 31,600 | 2024-06-12 | Filing | |
| $20.12 | 5,313 | $106,918.81 | 53,674 | 2023-03-20 | Filing | |
| $22.93 | 10,313 | $236,429.65 | 195,475 | 2022-08-15 | Filing | |
| $19.93 | 3,000 | $59,796.00 | 45,674 | 2022-03-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,760,018 | $128,149,033 | 0% | |
| 2. | 4,893,498 | $64,250,271 | 0.01% | |
| 3. | 4,810,420 | $63,160,816 | 8.81% | |
| 4. | 2,619,968 | $34,400,180 | 0.02% | |
| 5. | 2,597,547 | $34,105,792 | 0% |