Calumet, Inc. (CLMT): A Bull Case Theory
We came across a bullish thesis on Calumet, Inc. on Stock’s Substack’s by Stock Forester. In this article, we will summarize the bulls’ thesis on CLMT.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Two Seas Capital Sina Toussi | 6,976,229 | $138,617,670 | +22% | 2.86% |
| 2. | 2,610,100 | $51,862,687 | 1.24% | ||
| 3. | Dorset Management David M. Knott | 2,214,969 | $44,011,434 | -22% | 20.38% |
| 4. | 1,157,400 | $22,997,538 | +30% | 0% | |
| 5. | 1,122,000 | $22,294,140 | +13% | 0.46% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $14.85 | 5,000 | $74,250.00 | 25,000 | 2023-11-17 | Filing | |
| $14.76 | 5,000 | $73,800.00 | 20,000 | 2023-11-17 | Filing | |
| $14.62 | 5,000 | $73,100.00 | 15,000 | 2023-11-17 | Filing | |
| $14.47 | 5,000 | $72,350.00 | 10,000 | 2023-11-17 | Filing | |
| $14.54 | 5,000 | $72,700.00 | 5,000 | 2023-11-17 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $15.04 | 11,111 | $167,109.44 | 33,845 | 2024-05-15 | Filing | |
| $17.87 | 15,037 | $268,711.19 | 172,610 | 2024-01-18 | Filing | |
| $19.00 | 1,000 | $19,000.00 | 7,361 | 2023-10-19 | Filing | |
| $19.52 | 11,142 | $217,491.84 | 156,607 | 2023-03-01 | Filing | |
| $4.05 | 2,400 | $9,720.00 | 70,036 | 2019-03-21 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,573,398 | $110,743,418 | 100% | |
| 2. | 5,156,271 | $102,455,105 | 13.48% | |
| 3. | 4,940,577 | $98,169,266 | 0% | |
| 4. | 4,703,040 | $93,449,405 | 0% | |
| 5. | 2,155,015 | $42,820,148 | 0% |