NextDecade Corporation (NEXT): A Bull Case Theory
We came across a bullish thesis on NextDecade Corporation on wallstreetbets subreddit by nicefaygo. In this article, we will summarize the bulls’ thesis on NEXT.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Halcyon Asset Management John Bader | 9,274,894 | $62,976,530 | +5% | 78.44% |
| 2. | Valinor Management LLC David Gallo | 4,735,065 | $32,151,091 | -44% | 100% |
| 3. | York Capital Management James Dinan | 4,264,298 | $28,954,583 | 32.98% | |
| 4. | Yaupon Capital Steve Pattyn | 3,356,285 | $22,789,175 | -9% | 0.87% |
| 5. | Citadel Investment Group Ken Griffin | 3,012,833 | $20,457,136 | -9% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $5.73 | 419,477 | $2,402,554.52 | 21,665,729 | 2025-11-21 | Filing | |
| $6.02 | 347,630 | $2,092,906.42 | 21,246,252 | 2025-11-20 | Filing | |
| $6.04 | 305,973 | $1,846,914.22 | 20,898,622 | 2025-11-19 | Filing | |
| $5.92 | 462,576 | $2,740,624.03 | 20,592,649 | 2025-11-18 | Filing | |
| $5.87 | 295,875 | $1,736,283.26 | 20,130,073 | 2025-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $7.50 | 35,072,737 | $263,045,527.50 | 4,264,298 | 2024-07-25 | Filing | |
| $5.13 | 471,519 | $2,419,363.99 | 11,208,389 | 2023-09-29 | Filing | |
| $5.21 | 400,000 | $2,083,200.00 | 11,679,908 | 2023-09-28 | Filing | |
| $5.13 | 471,519 | $2,419,363.99 | 11,208,389 | 2023-09-29 | Filing | |
| $5.21 | 400,000 | $2,083,200.00 | 11,679,908 | 2023-09-28 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,104,914 | $143,302,366 | 0% | |
| 2. | 14,206,376 | $96,461,293 | 0.54% | |
| 3. | 10,378,992 | $70,473,356 | 0% | |
| 4. | 4,642,512 | $31,522,656 | 0.64% | |
| 5. | 3,411,406 | $23,166,562 | 0% |