Danaos Corporation (DAC): A Bull Case Theory
We came across a bullish thesis on Danaos Corporation (DAC) on Substack by Inflexio Research. In this article, we will summarize the bulls’ thesis on DAC.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Ion Asset Management Stephen Levey And Jonathan Half | 566,694 | $44,219,133 | +1% | 2.86% |
2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 299,544 | $23,373,418 | -5% | 0.02% |
3. | No Street Capital Jeff Osher | 250,000 | $19,507,500 | 1.52% | |
4. | Balyasny Asset Management Dmitry Balyasny | 49,364 | $3,851,873 | -17% | 0.01% |
5. | Two Sigma Advisors John Overdeck And David Siegel | 34,900 | $2,723,247 | +38% | 0.01% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 12,594 | $1,086,078 | 0.14% | |
2. | 4,636 | $399,809 | 0.04% | |
3. | 4,255 | $366,951 | 0.19% | |
4. | 3,001 | $263,398 | 0.16% | |
5. | 2,773 | $239,144 | 0% |