Hayden Capital’s Review on SmartRent (SMRT)
Hayden Capital, an investment management firm, released its second-quarter 2025 investment letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Long Pond Capital John Khoury | 10,066,093 | $9,965,432 | 0.64% | |
2. | Oaktree Capital Management Howard Marks | 7,505,294 | $7,430,242 | 0.13% | |
3. | Blue Door Asset Management Michael Luddy And Daniel Krausz | 4,811,643 | $4,763,527 | -17% | 2.47% |
4. | Millennium Management Israel Englander | 2,924,495 | $2,895,250 | +648% | 0% |
5. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,657,531 | $2,630,955 | +231% | 0% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$1.58 | 50,000 | $79,115.00 | 898,204 | 2025-09-16 | Filing | |
$1.53 | 50,000 | $76,565.00 | 848,204 | 2025-09-15 | Filing | |
$1.44 | 50,000 | $71,935.00 | 798,204 | 2025-09-12 | Filing | |
$1.48 | 67,094 | $99,111.26 | 95,778 | 2025-08-22 | Filing | |
$1.50 | 100,000 | $150,000.00 | 300,000 | 2025-08-19 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$0.87 | 43,859 | $38,157.33 | 0 | 2025-05-12 | Filing | |
$3.32 | 3,000 | $9,960.00 | 67,412 | 2023-12-14 | Filing | |
$3.24 | 65,067 | $210,491.75 | 5,339 | 2023-06-16 | Filing | |
$3.50 | 2,851 | $9,978.50 | 70,406 | 2023-06-14 | Filing | |
$3.39 | 12,000 | $40,680.00 | 63,525 | 2023-05-24 | Filing |