NMI Holdings, Inc. (NMIH): A Bull Case Theory
We came across a bullish thesis on NMI Holdings, Inc. on Capital Curiosity’s Substack by Taylor Nichols. In this article, we will summarize the bulls’ thesis on NMIH.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Millennium Management Israel Englander | 1,128,474 | $47,610,318 | -22% | 0.02% |
2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 615,979 | $25,988,154 | +19% | 0.02% |
3. | Citadel Investment Group Ken Griffin | 505,156 | $21,312,531 | +68% | 0% |
4. | D E Shaw D. E. Shaw | 501,673 | $21,165,584 | +402% | 0.02% |
5. | Donald Smith & Co., Inc. Richard Greenberg And Jon Hartsel | 465,610 | $19,644,086 | -46% | 0.46% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$10.65 | 5,000 | $53,250.00 | 145,416 | 2017-08-29 | Filing | |
$11.00 | 2,900 | $31,900.00 | 24,478 | 2017-06-15 | Filing | |
$11.05 | 7,100 | $78,442.22 | 21,578 | 2017-06-14 | Filing | |
$7.92 | 5,000 | $39,600.00 | 35,000 | 2016-08-26 | Filing | |
$6.78 | 5,000 | $33,900.00 | 30,000 | 2016-08-03 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$39.31 | 19,926 | $783,356.82 | 78,960 | 2025-09-15 | Filing | |
$38.52 | 291 | $11,209.32 | 7,316 | 2025-09-16 | Filing | |
$39.56 | 21,545 | $852,283.57 | 409,792 | 2025-06-06 | Filing | |
$39.67 | 18,121 | $718,860.07 | 134,786 | 2025-05-30 | Filing | |
$38.05 | 1,875 | $71,344.69 | 66,068 | 2025-05-13 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,492 | $57,203 | 0% |