Williams-Sonoma, Inc. (WSM): A Bull Case Theory
We came across a bullish thesis on Williams-Sonoma, Inc. on M Squared Capital’s Substack by Matthew McClintock. In this article, we will summarize the bulls’ thesis on WSM.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Leonard Green & Partners Leonard Green | 3,224,030 | $526,709,781 | 15.64% | |
2. | D E Shaw D. E. Shaw | 1,987,513 | $324,699,999 | +3% | 0.23% |
3. | Renaissance Technologies Jim Simons | 878,000 | $143,438,860 | -30% | 0.19% |
4. | Balyasny Asset Management Dmitry Balyasny | 412,076 | $67,320,856 | +85% | 0.1% |
5. | GLG Partners Noam Gottesman | 394,310 | $64,418,425 | +623% | 0.12% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$51.20 | 100 | $5,120.00 | 74,766 | 2020-04-09 | Filing | |
$50.54 | 9,500 | $480,130.00 | 74,666 | 2020-04-09 | Filing | |
$40.01 | 10,000 | $400,100.00 | 20,000 | 2020-03-24 | Filing | |
$33.14 | 7,555 | $250,353.06 | 16,455 | 2012-06-28 | Filing | |
$30.83 | 2,300 | $70,902.56 | 2,300 | 2011-10-06 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$198.79 | 3,500 | $695,765.00 | 14,003 | 2025-09-24 | Filing | |
$199.52 | 1,139 | $227,253.28 | 34,138 | 2025-09-18 | Filing | |
$198.90 | 1,558 | $309,886.20 | 35,277 | 2025-09-18 | Filing | |
$197.64 | 134 | $26,483.76 | 36,835 | 2025-09-18 | Filing | |
$196.67 | 322 | $63,327.74 | 36,969 | 2025-09-18 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 5,594 | $1,093,347 | 0.06% | |
2. | 3,505 | $685,052 | 0.04% | |
3. | 3,500 | $684 | 0.04% |