PACCAR Inc (PCAR): A Bull Case Theory
We came across a bullish thesis on PACCAR Inc (PCAR) on Substack by Serhio MaxDividends and Max Dividends. In this article, we will summarize the bulls’ thesis on PCAR.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Fisher Asset Management Ken Fisher | 5,195,521 | $505,887,992 | +1% | 0.22% |
2. | Bill & Melinda Gates Foundation Trust Michael Larson | 1,000,000 | $97,370,000 | 0.23% | |
3. | AQR Capital Management Cliff Asness | 659,753 | $63,600,192 | -4% | 0.07% |
4. | Adage Capital Management Phill Gross And Robert Atchinson | 478,598 | $46,601,087 | -3% | 0.09% |
5. | 211,200 | $20,564,544 | -38% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$89.78 | 5,000 | $448,900.00 | 13,015 | 2025-05-06 | Filing | |
$69.05 | 570 | $39,355.99 | 7,536 | 2018-02-16 | Filing | |
$70.55 | 21 | $1,481.55 | 21 | 2018-02-07 | Filing | |
$55.10 | 342 | $18,844.20 | 52,817 | 2016-05-06 | Filing | |
$55.93 | 507 | $28,356.51 | 52,475 | 2016-05-04 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$106.13 | 6,000 | $636,784.80 | 951 | 2025-02-19 | Filing | |
$105.97 | 28,676 | $3,038,787.12 | 114,659 | 2025-02-18 | Filing | |
$111.56 | 103,671 | $11,565,681.90 | 61,005 | 2025-01-31 | Filing | |
$110.98 | 25,200 | $2,796,585.12 | 206,129 | 2025-01-31 | Filing | |
$112.05 | 2,000 | $224,090.00 | 5,463 | 2025-01-31 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 62,995,929 | $6,133,913,607 | 0.11% | |
2. | 35,497,581 | $3,456,399,405 | 0.07% | |
3. | 22,316,408 | $2,172,948,647 | 0.09% | |
4. | 20,177,930 | $1,964,725,044 | 0.38% | |
5. | 13,857,580 | $1,349,312,608 | 0.11% |