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 | $112,502,860 | 13.58% | |
| 2. | Alta Fox Capital Management Connor Haley | 1,560,889 | $68,023,543 | -20% | 18.01% |
| 3. | Coliseum Capital Christopher Shackelton And Adam Gray | 1,524,725 | $66,447,516 | -41% | 5.45% |
| 4. | Soros Fund Management George Soros | 730,349 | $31,828,609 | 0.35% | |
| 5. | Balyasny Asset Management Dmitry Balyasny | 623,371 | $27,166,508 | 0.04% |
| 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. | 10,580,974 | $461,118,845 | 0.01% | |
| 2. | 4,227,222 | $184,222,335 | 0% | |
| 3. | 3,315,121 | $144,472,973 | 0% | |
| 4. | 2,826,262 | $123,168,498 | 0% | |
| 5. | 2,114,418 | $92,146,345 | 0.31% |