Here's Brasada Capital Management’s Investment Thesis for Camden Property Trust (CPT)
Brasada Capital Management, an investment management company, released its Q3 2024 investor letter. A copy of the letter can be downloaded here.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Viking Global Andreas Halvorsen | 2,959,136 | $365,542,070 | -10% | 1.33% |
2. | Long Pond Capital John Khoury | 1,019,101 | $125,889,547 | +1% | 5.64% |
3. | Eminence Capital Ricky Sandler | 766,588 | $94,696,616 | -23% | 1.33% |
4. | Balyasny Asset Management Dmitry Balyasny | 524,271 | $64,763,196 | 0.1% | |
5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 433,475 | $53,547,167 | +21392% | 0.04% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$93.82 | 43,070 | Officer, Director | 265,716 | 2018-08-16 | Filing | |
$68.75 | 753 | Officer, Director | 424,400 | 2012-05-09 | Filing | |
$52.96 | 9,400 | Officer, Director | 275,447 | 2010-12-23 | Filing | |
$19.83 | 15,000 | Director | 84,725 | 2009-02-20 | Filing | |
$22.05 | 1,544 | Director | 69,725 | 2009-02-13 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$98.21 | 18,930 | 267,132 | 2024-01-04 | Filing | ||
$98.24 | 19,406 | 286,062 | 2024-01-04 | Filing | ||
$98.21 | 9,803 | 114,893 | 2024-01-04 | Filing | ||
$98.21 | 1,325 | 10,230 | 2024-01-04 | Filing | ||
$98.21 | 6,493 | 75,082 | 2024-01-04 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 17,002,453 | $1,688,173,559 | 0.03% | |
2. | 13,000,368 | $1,290,806,540 | 0.03% | |
3. | 6,929,149 | $694,821,066 | 0.03% | |
4. | 3,796,284 | $376,933,038 | 0.06% | |
5. | 3,686,395 | $366,022,160 | 0.38% |