Transitory Storm and Regulatory Noise Mask NiSource’s (NI) GenCo Data Center Opportunity
Reaves W H & Co Inc released its third-quarter 2026 investor letter for “Reaves Long-Term Value Strategy”. The letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Antipodes Partners Jacob Mitchell | 2,972,968 | $115,945,752 | +38% | 2.13% |
| 2. | Bailard Inc Thomas Bailard | 69,360 | $2,705,040 | +7% | 0.05% |
| 3. | Waratah Capital Advisors Brad Dunkley And Blair Levinsky | 0 | $0 | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $26.44 | 40,000 | $1,057,600.00 | 131,242 | 2023-08-23 | Filing | |
| $25.37 | 200 | $5,073.00 | 41,100 | 2021-05-26 | Filing | |
| $25.37 | 4,800 | $121,776.00 | 40,900 | 2021-05-26 | Filing | |
| $25.33 | 200 | $5,065.00 | 36,100 | 2021-05-25 | Filing | |
| $25.38 | 4,800 | $121,835.04 | 35,900 | 2021-05-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $45.00 | 6,500 | $292,500.00 | 160,080 | 2026-10-30 | Filing | |
| $44.56 | 40,000 | $1,782,400.00 | 58,375 | 2026-10-30 | Filing | |
| $42.40 | 37,509 | $1,590,388.94 | 78,527 | 2026-08-14 | Filing | |
| $47.68 | 15,000 | $715,200.00 | 35,990 | 2026-05-22 | Filing | |
| $47.73 | 19,905 | $950,065.65 | 519,557 | 2026-05-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,507,633 | $175,797,687 | 0.17% | |
| 2. | 3,012,177 | $117,474,927 | 0.02% | |
| 3. | 2,660,866 | $103,781,173 | 0.02% | |
| 4. | 1,541,934 | $60,135,426 | 0.29% | |
| 5. | 1,475,369 | $57,540,826 | 0.03% |