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. | Renaissance Technologies Jim Simons | 516,897 | $5,510,122 | +94% | 0.01% |
| 2. | Citadel Investment Group Ken Griffin | 439,147 | $4,681,307 | +8% | 0% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 380,357 | $4,054,606 | +7% | 0% |
| 4. | Two Sigma Advisors John Overdeck And David Siegel | 259,416 | $2,765,375 | +1% | 0.01% |
| 5. | AQR Capital Management Cliff Asness | 250,165 | $2,666,758 | +181% | 0% |
| 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. | 8,927,115 | $95,163,049 | 0% | |
| 2. | 6,122,415 | $65,264,947 | 6.65% | |
| 3. | 5,126,178 | $54,644,926 | 0.01% | |
| 4. | 4,241,782 | $45,217,396 | 0% | |
| 5. | 3,283,646 | $35,003,666 | 0.6% |