Academy Sports and Outdoors, Inc. (ASO): A Bull Case Theory
We came across a bullish thesis on Academy Sports and Outdoors, Inc. (ASO) on Substack by Prateek Malhotra. In this article, we will summarize the bulls’ thesis on ASO.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Royce & Associates Chuck Royce | 951,256 | $55,515,300 | +63% | 0.5% |
2. | Scopus Asset Management Alexander Mitchell | 600,500 | $35,045,180 | 0.62% | |
3. | Tensile Capital Douglas Dossey And Arthur Young | 597,039 | $34,843,196 | -13% | 3.76% |
4. | Hook Mill Capital Adam Bernstein | 443,455 | $25,880,034 | +2% | 3.24% |
5. | Millennium Management Israel Englander | 415,566 | $24,252,432 | -57% | 0.01% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$39.49 | 3 | Director | 1,503 | 2022-04-14 | Filing | |
$38.91 | 20,000 | Officer, Director | 440,820 | 2022-01-14 | Filing | |
$39.46 | 10,000 | Director | 45,801 | 2022-01-10 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$62.00 | 1,200 | Director | 8,906 | 2024-09-18 | Filing | |
$54.25 | 625 | Director | 10,106 | 2024-07-16 | Filing | |
$60.00 | 1,200 | Director | 7,870 | 2024-04-23 | Filing | |
$64.81 | 1,065 | Director | 9,070 | 2024-01-02 | Filing | |
$50.00 | 1,065 | Director | 10,135 | 2023-11-15 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 11,803,159 | $779,008,499 | 0.01% | |
2. | 11,122,706 | $734,098,596 | 0.05% | |
3. | 8,643,613 | $570,478,458 | 0.01% | |
4. | 2,936,800 | $194,074,741 | 0% | |
5. | 2,655,894 | $175,289,817 | 0.05% |