Willis Lease Finance Corporation (WLFC): A Bull Case Theory
We came across a bullish thesis on Willis Lease Finance Corporation on Noor’s Substack. In this article, we will summarize the bulls’ thesis on WLFC.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Renaissance Technologies Jim Simons | 233,397 | $31,996,395 | -3% | 0.04% |
| 2. | Two Sigma Advisors John Overdeck And David Siegel | 110,400 | $15,134,736 | +205% | 0.03% |
| 3. | Millennium Management Israel Englander | 66,008 | $9,049,037 | +1499% | 0% |
| 4. | Point72 Asset Management Steve Cohen | 11,600 | $1,590,245 | +223% | 0% |
| 5. | Citadel Investment Group Ken Griffin | 6,774 | $928,648 | +110% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.43 | 13,360 | $500,064.80 | 871,271 | 2021-08-23 | Filing | |
| $28.49 | 500 | $14,245.00 | 85,349 | 2021-02-01 | Filing | |
| $28.49 | 500 | $14,245.00 | 87,649 | 2021-02-01 | Filing | |
| $16.58 | 38 | $630.04 | 89,281 | 2020-07-31 | Filing | |
| $17.95 | 1,800 | $32,305.68 | 20,444 | 2020-03-20 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $134.80 | 100 | $13,480.00 | 174,273 | 2026-01-02 | Filing | |
| $133.45 | 2,600 | $346,982.74 | 174,373 | 2026-01-02 | Filing | |
| $132.57 | 700 | $92,795.99 | 176,973 | 2026-01-02 | Filing | |
| $121.40 | 47 | $5,705.62 | 22,322 | 2025-12-02 | Filing | |
| $120.25 | 697 | $83,816.34 | 22,369 | 2025-12-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 21,805 | $2,957,630 | 0% | |
| 2. | 21,188 | $2,873,940 | 1.09% | |
| 3. | 154 | $20,889 | 0% | |
| 4. | 89 | $12,077 | 0% | |
| 5. | 81 | $10,987 | 0% |