Planet Fitness, Inc. (PLNT): A Bull Case Theory
We came across a bullish thesis on Planet Fitness, Inc. on Daniel's Deep Dive’s Substack. In this article, we will summarize the bulls’ thesis on PLNT.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | SRS Investment Management Karthik Sarma | 4,877,578 | $529,070,886 | +5% | 5.57% |
| 2. | Dorsal Capital Management Ryan Frick And Oliver Evans | 2,750,000 | $298,292,500 | +19% | 10.37% |
| 3. | Steadfast Capital Management Robert Pitts | 1,888,992 | $204,898,962 | 3.52% | |
| 4. | Citadel Investment Group Ken Griffin | 1,708,083 | $185,275,763 | +14% | 0.03% |
| 5. | Point72 Asset Management Steve Cohen | 1,227,987 | $133,199,750 | +8% | 0.15% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $68.15 | 10,000 | $681,464.00 | 35,000 | 2023-12-11 | Filing | |
| $64.99 | 10,000 | $649,850.00 | 36,305 | 2023-06-05 | Filing | |
| $69.29 | 1,000 | $69,287.40 | 8,194 | 2021-08-19 | Filing | |
| $53.18 | 2,000 | $106,350.00 | 7,580 | 2020-03-13 | Filing | |
| $51.24 | 3,931 | $201,435.45 | 68,604 | 2020-03-12 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $102.57 | 14,932 | $1,531,545.38 | 105,339 | 2025-06-11 | Filing | |
| $102.11 | 8,738 | $892,238.93 | 120,271 | 2025-06-11 | Filing | |
| $92.11 | 3,000 | $276,330.00 | 17,152 | 2025-03-10 | Filing | |
| $100.15 | 4,641 | $464,772.95 | 22,063 | 2024-12-05 | Filing | |
| $95.67 | 400 | $38,267.64 | 27,284 | 2024-11-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,835,119 | $1,066,815,314 | 0.02% | |
| 2. | 7,892,744 | $856,125,942 | 0.01% | |
| 3. | 3,421,505 | $371,130,646 | 0.8% | |
| 4. | 2,765,398 | $299,962,894 | 0.02% | |
| 5. | 2,477,742 | $268,760,675 | 0.01% |