NCR Atleos Corporation (NATL): A Bull Case Theory
We came across a bullish thesis on NCR Atleos Corporation on Jo’s Substack by Jo Vial. In this article, we will summarize the bulls’ thesis on NATL.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Engine Capital Arnaud Ajdler | 2,581,525 | $98,381,918 | +8% | 13.58% |
| 2. | Coliseum Capital Christopher Shackelton And Adam Gray | 2,571,148 | $97,986,450 | -5% | 8.03% |
| 3. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 2,040,700 | $77,771,077 | 1.02% | |
| 4. | Alta Fox Capital Management Connor Haley | 1,950,881 | $74,348,075 | -2% | 16% |
| 5. | Lead Edge Capital Mitchell Green | 768,415 | $29,284,296 | -9% | 7.51% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $25.59 | 4,000 | $102,360.00 | 36,481 | 2025-03-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $35.02 | 8,786 | $307,685.72 | 10,838 | 2025-11-19 | Filing | |
| $33.48 | 450 | $15,066.00 | 16,176 | 2024-12-06 | Filing | |
| $30.80 | 300 | $9,240.00 | 16,626 | 2024-11-21 | Filing | |
| $22.00 | 83 | $1,826.00 | 5,495 | 2023-12-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 219,441 | $9,589,572 | 0.02% | |
| 2. | 10,443 | $455,106 | 0.01% | |
| 3. | 3,211 | $139,935 | 0.01% | |
| 4. | 580 | $25,276 | 0% | |
| 5. | 323 | $14,141 | 0% |