Weyerhaeuser Company (WY): A Bull Case Theory
We came across a bullish thesis on Weyerhaeuser Company (WY) on Substack by DB_SILVER_FOX. In this article, we will summarize the bulls’ thesis on WY.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | First Eagle Investment Management Jean-Marie Eveillard | 14,403,091 | $421,722,499 | +1% | 0.88% |
2. | Balyasny Asset Management Dmitry Balyasny | 4,054,001 | $118,701,149 | +95% | 0.2% |
3. | Millennium Management Israel Englander | 3,130,367 | $91,657,146 | +2953% | 0.05% |
4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,329,677 | $68,212,943 | +26% | 0.06% |
5. | Adage Capital Management Phill Gross And Robert Atchinson | 1,812,200 | $53,061,216 | 0.1% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$32.01 | 7,800 | $249,675.66 | 17,672 | 2024-09-13 | Filing | |
$31.38 | 31,500 | $988,375.50 | 70,726 | 2024-08-26 | Filing | |
$38.76 | 3,500 | $135,660.00 | 30,746 | 2022-06-08 | Filing | |
$38.43 | 3,000 | $115,290.00 | 27,246 | 2022-06-07 | Filing | |
$38.56 | 10,000 | $385,562.00 | 31,627 | 2021-05-05 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$30.77 | 12,000 | $369,252.00 | 46,729 | 2024-08-27 | Filing | |
$29.40 | 5,776 | $169,814.40 | 5,790 | 2024-06-07 | Filing | |
$36.03 | 8,349 | $300,784.41 | 170,665 | 2024-03-28 | Filing | |
$35.16 | 9,272 | $325,999.81 | 85,414 | 2024-03-04 | Filing | |
$33.64 | 33,426 | $1,124,326.96 | 5,807 | 2024-02-23 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 1,915,486 | $49,208,830 | 0.7% | |
2. | 848,168 | $21,789,438 | 0.02% | |
3. | 560,436 | $14,397,591 | 10.41% | |
4. | 510,458 | $13,113,665 | 0.13% | |
5. | 177,282 | $4,554,375 | 0.04% |