Merchants Bancorp (MBIN): A Bull Case Theory
We came across a bullish thesis on Merchants Bancorp on Valueinvestorsclub.com by LDMR.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Doma Perpetual Capital Management Pedro Escudero | 1,115,594 | $37,997,132 | +1089% | 10.68% |
| 2. | Royce & Associates Chuck Royce | 808,314 | $27,531,175 | -7% | 0.28% |
| 3. | Basswood Capital Matthew Lindenbaum | 273,747 | $9,323,823 | 0.38% | |
| 4. | D E Shaw D. E. Shaw | 180,308 | $6,141,290 | +24% | 0% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 140,168 | $4,774,124 | +11% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $31.64 | 15,500 | $490,420.00 | 138,074 | 2025-10-30 | Filing | |
| $24.87 | 3,000 | $74,610.00 | 3,000 | 2025-09-15 | Filing | |
| $22.60 | 1,103 | $24,927.80 | 1,103 | 2025-08-22 | Filing | |
| $33.20 | 2,250 | $74,700.00 | 2,250 | 2025-08-22 | Filing | |
| $29.75 | 2,500 | $74,375.00 | 8,207 | 2025-08-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $44.05 | 15,000 | $660,750.00 | 1,893,328 | 2026-02-26 | Filing | |
| $20.25 | 13,871 | $280,887.75 | 2,958 | 2026-02-26 | Filing | |
| $20.20 | 377 | $7,615.40 | 16,829 | 2026-02-25 | Filing | |
| $20.20 | 1,502 | $30,340.40 | 17,206 | 2026-02-18 | Filing | |
| $20.20 | 100 | $2,020.00 | 18,708 | 2026-02-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,983,101 | $1,178,621,852 | 57.21% | |
| 2. | 60,521 | $2,605,228 | 0.04% | |
| 3. | 47,878 | $2,054,445 | 0% | |
| 4. | 34,400 | $1,171,664 | 0.18% | |
| 5. | 25,849 | $1,109,181 | 0.06% |