Clark Street Value: "NXDT Continues to Be One of My Favorite Ideas"
Clark Street Value, an investment management firm, published its fourth-quarter 2021 investor letter – a copy of which can be seen here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Highland Capital Management James Dondero | 5,481,827 | $28,450,682 | +3% | 1.9% |
| 2. | Bulldog Investors Phillip Goldstein, Andrew Dakos And Steven Samuels | 300,011 | $1,557,057 | +3% | 0.34% |
| 3. | Quantinno Capital Hoon Kim | 115,704 | $600,506 | +65% | 0% |
| 4. | AQR Capital Management Cliff Asness | 103,440 | $536,853 | +8% | 0% |
| 5. | Citadel Investment Group Ken Griffin | 39,402 | $204,496 | -47% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.90 | 53,663 | $262,948.70 | 864,586 | 2026-05-20 | Filing | |
| $2.86 | 4,895 | $13,999.70 | 114,606 | 2025-12-05 | Filing | |
| $2.87 | 4,886 | $14,021.51 | 117,793 | 2025-12-05 | Filing | |
| $2.66 | 5,271 | $14,021.99 | 112,907 | 2025-12-04 | Filing | |
| $2.74 | 5,101 | $13,975.52 | 107,636 | 2025-12-01 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $4.18 | 14,449 | $60,397.07 | 0 | 2025-12-18 | Filing | |
| $30.92 | 5,000 | $154,600.00 | 65,900 | 2025-08-15 | Filing | |
| $37.55 | 2,500 | $93,875.00 | 70,900 | 2025-05-07 | Filing | |
| $10.62 | 1,131 | $12,005.57 | 0 | 2023-08-17 | Filing | |
| $13.83 | 118,673 | $1,641,247.59 | 1,706,806 | 2022-11-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,166,954 | $21,626,492 | 0.01% | |
| 2. | 3,327,599 | $17,270,239 | 0% | |
| 3. | 2,243,416 | $11,643,336 | 0% | |
| 4. | 1,646,158 | $8,543,560 | 0% | |
| 5. | 1,034,651 | $5,371,681 | 0% |