Under Armour, Inc. (UAA): A Bull Case Theory
We came across a bullish thesis on Under Armour, Inc. on Matt McClintock Retail/Consumer Research - M Squared Capital’s Substack by Matthew McClintock.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fairfax Financial Holdings Prem Watsa | 41,958,923 | $208,535,847 | +565% | 10.01% |
| 2. | Fairfax Financial Holdings Prem Watsa | 9,457,355 | $45,395,304 | 2.18% | |
| 3. | D E Shaw D. E. Shaw | 4,517,948 | $22,454,202 | +42% | 0.01% |
| 4. | D E Shaw D. E. Shaw | 3,042,871 | $14,605,781 | +23% | 0.01% |
| 5. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,608,419 | $12,963,842 | -59% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.29 | 89,786 | $564,942.49 | 43,000,872 | 2026-01-28 | Filing | |
| $6.20 | 1,022,333 | $6,337,646.73 | 21,999,128 | 2026-01-28 | Filing | |
| $6.30 | 686,505 | $4,323,196.59 | 42,911,086 | 2026-01-27 | Filing | |
| $6.20 | 842,481 | $5,219,928.03 | 20,976,795 | 2026-01-27 | Filing | |
| $6.30 | 265,658 | $1,672,795.29 | 42,224,581 | 2026-01-26 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $6.15 | 16,287 | $100,083.62 | 191,796 | 2025-06-03 | Filing | |
| $9.09 | 30,000 | $272,604.00 | 494,210 | 2024-12-02 | Filing | |
| $8.81 | 9,639 | $84,901.28 | 172,899 | 2024-11-18 | Filing | |
| $8.76 | 17,240 | $151,024.12 | 182,538 | 2024-11-15 | Filing | |
| $6.13 | 3,252,750 | $19,939,357.50 | 0 | 2023-05-31 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,536,404 | $9,080,148 | 0.71% | |
| 2. | 877,668 | $5,187,021 | 0.01% | |
| 3. | 358,108 | $2,116,418 | 0% | |
| 4. | 360,623 | $2,088,006 | 0% | |
| 5. | 226,238 | $1,341,877 | 0% |