Booz Allen Hamilton Holding Corporation (BAH): A Bull Case Theory
We came across a bullish thesis on Booz Allen Hamilton Holding Corporation on Caffeinated Memos’s Substack. In this article, we will summarize the bulls’ thesis on BAH.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 1,936,560 | $163,368,223 | -50% | 0.09% |
| 2. | Citadel Investment Group Ken Griffin | 1,426,146 | $120,309,676 | +180% | 0.02% |
| 3. | Freestone Grove Partners Todd Barker And Daniel Morillio | 794,606 | $67,032,962 | 0.48% | |
| 4. | Balyasny Asset Management Dmitry Balyasny | 625,948 | $52,804,973 | 0.07% | |
| 5. | Diamond Hill Capital Ric Dillon | 625,080 | $52,731,749 | +69% | 0.27% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $84.66 | 23,800 | $2,014,908.00 | 687,745 | 2025-10-30 | Filing | |
| $130.90 | 930 | $121,737.00 | 56,860 | 2025-02-05 | Filing | |
| $145.66 | 690 | $100,505.40 | 55,930 | 2024-12-06 | Filing | |
| $147.13 | 2,000 | $294,260.00 | 55,240 | 2024-11-22 | Filing | |
| $32.76 | 1,000 | $32,760.00 | 47,718 | 2017-08-10 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $165.00 | 4,243 | $700,095.00 | 25,496 | 2024-10-24 | Filing | |
| $180.96 | 11,984 | $2,168,624.64 | 24,805 | 2024-10-25 | Filing | |
| $165.00 | 4,065 | $670,725.00 | 29,618 | 2024-10-24 | Filing | |
| $160.00 | 3,865 | $618,400.00 | 33,683 | 2024-09-23 | Filing | |
| $143.31 | 1,041 | $149,185.71 | 18,123 | 2024-08-01 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,946,447 | $1,176,522,269 | 0.02% | |
| 2. | 13,489,433 | $1,137,968,559 | 0.02% | |
| 3. | 5,514,811 | $465,229,748 | 0.03% | |
| 4. | 4,856,528 | $409,696,675 | 0.3% | |
| 5. | 4,666,298 | $393,648,899 | 0.3% |