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 | $47,870,139 | 12.85% | |
| 2. | Royce & Associates Chuck Royce | 567,267 | $24,341,427 | -30% | 0.24% |
| 3. | Basswood Capital Matthew Lindenbaum | 273,747 | $11,746,484 | 0.55% | |
| 4. | Ballast Asset Management Ragen Stienke | 136,586 | $5,860,905 | +3% | 2.61% |
| 5. | Renaissance Technologies Jim Simons | 49,089 | $2,106,409 | +9% | 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 |
|---|---|---|---|---|---|---|
| $46.86 | 8,334 | $390,531.24 | 1,864,994 | 2026-05-06 | Filing | |
| $46.75 | 10,696 | $500,038.00 | 736,013 | 2026-05-05 | Filing | |
| $46.75 | 20,000 | $935,000.00 | 1,873,328 | 2026-05-05 | Filing | |
| $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 |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,983,101 | $1,178,621,852 | 57.21% | |
| 2. | 4,050,918 | $173,824,893 | 0% | |
| 3. | 1,758,985 | $75,476,409 | 0.02% | |
| 4. | 1,093,004 | $46,901,000 | 0.08% | |
| 5. | 1,034,632 | $44,507,818 | 0% |