MasterBrand, Inc. (MBC): A Bull Case Theory
We came across a bullish thesis on MasterBrand, Inc. on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on MBC. MasterBrand, Inc.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Gates Capital Management Jeffrey Gates | 12,024,816 | $131,431,239 | +25% | 2.27% |
| 2. | Coliseum Capital Christopher Shackelton And Adam Gray | 4,304,081 | $47,043,605 | +36% | 3.38% |
| 3. | Pzena Investment Management Richard S. Pzena | 4,154,751 | $45,411,428 | +46% | 0.15% |
| 4. | Renaissance Technologies Jim Simons | 2,052,755 | $22,436,612 | +33% | 0.03% |
| 5. | Canyon Capital Advisors Joshua Friedman And Mitchell Julis | 1,065,146 | $11,642,046 | 1.61% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.08 | 20,000 | $281,600.00 | 66,435 | 2025-02-28 | Filing | |
| $14.17 | 6,989 | $99,036.93 | 33,424 | 2025-02-24 | Filing | |
| $15.39 | 20,000 | $307,726.00 | 46,435 | 2024-08-09 | Filing | |
| $8.54 | 94 | $802.76 | 15,779,477 | 2023-01-23 | Filing | |
| $8.41 | 463 | $3,892.90 | 15,779,383 | 2023-01-23 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $16.33 | 4,715 | $77,003.02 | 45,148 | 2024-09-13 | Filing | |
| $15.95 | 17,589 | $280,553.34 | 45,520 | 2024-09-11 | Filing | |
| $15.99 | 502 | $8,027.43 | 63,109 | 2024-09-09 | Filing | |
| $8.59 | 228 | $1,958.04 | 15,778,766 | 2023-01-23 | Filing | |
| $8.54 | 6 | $51.24 | 15,778,994 | 2023-01-23 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,230,596 | $16,206,950 | 4.93% | |
| 2. | 409,260 | $5,389,954 | 0.16% | |
| 3. | 166,117 | $2,187,761 | 0.04% | |
| 4. | 121,179 | $1,595,927 | 0.01% | |
| 5. | 58,300 | $767,811 | 0.01% |