Alpha Metallurgical Resources, Inc. (AMR): A Bull Case Theory
We came across a bullish thesis on Alpha Metallurgical Resources, Inc. (AMR) on The Chop Wood, Carry Water Newsletter’s Substack by Alexandru Dragut.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Renaissance Technologies Jim Simons | 536,015 | $126,596,023 | +2% | 0.19% |
2. | Mohnish Pabrai Mohnish Pabrai | 479,698 | $113,295,117 | +7% | 45.88% |
3. | Tontine Asset Management Jeffrey Gendell | 347,173 | $81,995,319 | -5% | 2.58% |
4. | 199,100 | $47,023,438 | +11% | 0% | |
5. | 180,600 | $42,654,108 | +34% | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$300.17 | 430 | Large Shareholder, Director, Other | 605,449 | 2024-03-15 | Filing | |
$299.34 | 4,570 | Large Shareholder, Director, Other | 605,019 | 2024-03-15 | Filing | |
$295.82 | 113 | Large Shareholder, Director, Other | 600,449 | 2024-03-15 | Filing | |
$295.24 | 5,716 | Large Shareholder, Director, Other | 600,336 | 2024-03-15 | Filing | |
$293.60 | 368 | Large Shareholder, Director, Other | 594,620 | 2024-03-15 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$290.02 | 3,075 | 6,127 | 2024-05-14 | Filing | ||
$291.00 | 518 | 9,202 | 2024-05-14 | Filing | ||
$291.30 | 500 | 613,234 | 2024-03-15 | Filing | ||
$292.39 | 1,250 | 613,734 | 2024-03-15 | Filing | ||
$293.53 | 405 | 614,984 | 2024-03-15 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 2,032,768 | $688,945,730 | 0.01% | |
2. | 1,213,584 | $411,307,890 | 0% | |
3. | 725,152 | $245,777,631 | 0.07% | |
4. | 673,084 | $228,121,629 | 0.01% | |
5. | 494,131 | $167,470,971 | 0.84% |