RH (RH): A Bull Case Theory
We came across a bullish thesis on RH on Speedwell Memos’s Substack by Speedwell Research. In this article, we will summarize the bulls’ thesis on RH.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Rima Senvest Management Richard Mashaal | 842,577 | $150,947,670 | +31% | 4.68% |
| 2. | Point72 Asset Management Steve Cohen | 803,493 | $143,945,771 | +1846% | 0.16% |
| 3. | 647,300 | $115,963,795 | +5% | 0.02% | |
| 4. | 482,100 | $86,368,215 | -29% | 0.01% | |
| 5. | 305,900 | $54,801,985 | +64% | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $219.85 | 2,099 | $461,468.72 | 3,351,337 | 2024-06-26 | Filing | |
| $219.29 | 9,575 | $2,099,685.47 | 3,349,238 | 2024-06-26 | Filing | |
| $214.46 | 400 | $85,782.48 | 3,339,663 | 2024-06-26 | Filing | |
| $215.96 | 8,084 | $1,745,819.02 | 3,339,263 | 2024-06-25 | Filing | |
| $215.08 | 19,161 | $4,121,117.22 | 3,331,179 | 2024-06-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $130.74 | 1,518 | $198,456.34 | 0 | 2026-03-24 | Filing | |
| $129.83 | 2,177 | $282,642.96 | 1,518 | 2026-03-24 | Filing | |
| $128.74 | 2,483 | $319,668.37 | 3,695 | 2026-03-24 | Filing | |
| $127.96 | 822 | $105,182.63 | 6,178 | 2026-03-24 | Filing | |
| $136.40 | 1,008 | $137,488.38 | 0 | 2026-03-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,797,239 | $501,125,458 | 0.03% | |
| 2. | 1,401,693 | $251,113,301 | 0% | |
| 3. | 1,380,279 | $247,276,943 | 0% | |
| 4. | 955,800 | $171,231,570 | 0.02% | |
| 5. | 748,700 | $134,129,605 | 0.02% |