Aspen Aerogels, Inc. (ASPN): A Bull Case Theory
We came across a bullish thesis on Aspen Aerogels, Inc. (ASPN) on Substack by Ben Chambers. In this article, we will summarize the bulls’ thesis on ASPN. Aspen Aerogels, Inc.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Driehaus Capital Richard Driehaus | 2,550,857 | $70,633,230 | +19% | 0.6% |
2. | Encompass Capital Advisors Todd J. Kantor | 1,703,151 | $47,160,251 | -13% | 2.29% |
3. | Royce & Associates Chuck Royce | 1,212,097 | $33,562,966 | -3% | 0.3% |
4. | Samjo Capital Andrew N. Wiener | 895,775 | $24,804,010 | -14% | 8.55% |
5. | 400,000 | $11,076,000 | 1.82% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$6.50 | 7,541 | Director | 134,260 | 2023-09-07 | Filing | |
$6.17 | 50,000 | Director | 126,719 | 2023-09-05 | Filing | |
$5.65 | 4,000 | Director | 119,322 | 2023-08-22 | Filing | |
$6.83 | 25,000 | Officer, Director | 656,703 | 2023-08-08 | Filing | |
$11.30 | 2,700 | Director | 6,195 | 2022-12-06 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$30.03 | 63,355 | 483,640 | 2024-09-30 | Filing | ||
$30.70 | 100 | 20,790 | 2024-08-26 | Filing | ||
$30.14 | 7,065 | 20,890 | 2024-08-26 | Filing | ||
$30.65 | 1,102 | 27,955 | 2024-08-26 | Filing | ||
$30.11 | 24,198 | 29,057 | 2024-08-26 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 15,780,426 | $249,015,122 | 25.44% | |
2. | 4,054,986 | $63,987,681 | 0% | |
3. | 3,443,796 | $54,343,102 | 0% | |
4. | 3,194,758 | $50,413,282 | 6.68% | |
5. | 3,167,322 | $49,980,341 | 10.12% |