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. | Royce & Associates Chuck Royce | 862,119 | $27,415,384 | +11% | 0.27% |
| 2. | Millennium Management Israel Englander | 365,075 | $11,609,385 | +136% | 0% |
| 3. | Basswood Capital Matthew Lindenbaum | 273,747 | $8,705,155 | 0.36% | |
| 4. | D E Shaw D. E. Shaw | 146,067 | $4,644,931 | +44% | 0% |
| 5. | Ballast Asset Management Ragen Stienke | 137,887 | $4,384,807 | +81% | 2% |
| 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 |
|---|---|---|---|---|---|---|
| $19.00 | 1,380 | $26,220.00 | 57,772 | 2025-12-12 | Filing | |
| $19.00 | 5,336 | $101,384.00 | 59,152 | 2025-12-11 | Filing | |
| $19.00 | 7,541 | $143,279.00 | 64,488 | 2025-12-10 | Filing | |
| $19.03 | 1,129 | $21,484.87 | 72,029 | 2025-12-08 | Filing | |
| $19.14 | 3,159 | $60,463.26 | 73,158 | 2025-12-05 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,414,584 | $48,180,732 | 0% | |
| 2. | 75,592 | $2,574,663 | 0% | |
| 3. | 34,400 | $1,093,920 | 0.16% | |
| 4. | 24,035 | $862,142 | 0.19% | |
| 5. | 23,770 | $809,606 | 0.09% |