First Financial Bankshares, Inc. (FFIN): A Bull Case Theory
We came across a bullish thesis on First Financial Bankshares, Inc. (FFIN) on Substack by Serhio MaxDividends. In this article, we will summarize the bulls’ thesis on FFIN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Millennium Management Israel Englander | 1,709,631 | $51,066,678 | +4146% | 0.02% |
| 2. | AQR Capital Management Cliff Asness | 960,299 | $28,684,146 | +30% | 0.02% |
| 3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 709,226 | $21,184,581 | +227% | 0.01% |
| 4. | Tudor Investment Corp Paul Tudor Jones | 503,246 | $15,031,958 | +460% | 0.03% |
| 5. | D E Shaw D. E. Shaw | 335,297 | $10,015,321 | +143% | 0.01% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $33.18 | 10,200 | $338,436.00 | 32,146 | 2026-02-20 | Filing | |
| $34.18 | 500 | $17,090.00 | 42,634 | 2026-02-05 | Filing | |
| $32.54 | 629 | $20,467.66 | 96,960 | 2026-02-02 | Filing | |
| $30.73 | 1,700 | $52,241.00 | 6,971 | 2025-10-31 | Filing | |
| $31.16 | 653 | $20,347.48 | 96,331 | 2025-10-29 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $40.73 | 25,000 | $1,018,250.00 | 471,004 | 2024-12-12 | Filing | |
| $41.12 | 7,000 | $287,840.00 | 101,085 | 2024-11-07 | Filing | |
| $50.74 | 40,000 | $2,029,600.00 | 496,004 | 2021-12-14 | Filing | |
| $54.25 | 20,000 | $1,085,000.00 | 45,055 | 2021-11-16 | Filing | |
| $51.58 | 20,000 | $1,031,600.00 | 536,004 | 2021-06-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 17,209,373 | $514,043,983 | 0.01% | |
| 2. | 13,683,592 | $408,728,893 | 0.01% | |
| 3. | 6,140,759 | $184,550,737 | 0.01% | |
| 4. | 3,510,425 | $104,872,189 | 0.01% | |
| 5. | 3,239,932 | $96,776,793 | 0.26% |