Wabash National Corporation (WNC): A Bull Case Theory
We came across a bullish thesis on Wabash National Corporation (WNC) on Substack by DeepValue Capital. In this article, we will summarize the bulls’ thesis on WNC.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | D E Shaw D. E. Shaw | 1,581,871 | $17,479,675 | +50% | 0.02% |
2. | Royce & Associates Chuck Royce | 985,877 | $10,893,941 | +3% | 0.12% |
3. | Medina Value Partners Kris Medina | 679,452 | $7,507,945 | 2.15% | |
4. | Millennium Management Israel Englander | 459,547 | $5,077,994 | +865% | 0% |
5. | Meros Investment Management Timothy Chatard | 448,134 | $4,951,881 | -3% | 2.91% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$25.72 | 151 | $3,880.63 | 105,674 | 2024-01-25 | Filing | |
$20.52 | 188 | $3,865.97 | 105,523 | 2023-10-26 | Filing | |
$23.55 | 164 | $3,852.54 | 105,335 | 2023-07-27 | Filing | |
$24.59 | 156 | $3,839.73 | 105,171 | 2023-04-27 | Filing | |
$25.62 | 149 | $3,827.37 | 105,015 | 2023-01-26 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$17.19 | 1,500 | $25,785.00 | 117,227 | 2024-12-31 | Filing | |
$27.06 | 1,010 | $27,330.60 | 6,386 | 2024-02-27 | Filing | |
$25.80 | 17,897 | $461,742.60 | 96,249 | 2024-02-08 | Filing | |
$26.50 | 3,086 | $81,779.00 | 114,146 | 2024-02-07 | Filing | |
$27.20 | 17 | $462.40 | 117,232 | 2024-02-06 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 4,057,956 | $44,840,413 | 0% | |
2. | 3,953,609 | $43,687,380 | 0% | |
3. | 2,124,009 | $23,469,760 | 0.01% | |
4. | 1,825,902 | $20,176,178 | 0.04% | |
5. | 1,386,581 | $15,321,725 | 0% |