GMS Inc. (GMS): A Bull Case Theory
We came across a bullish thesis on GMS Inc. on Stock Region Research’s Substack by Stock Region. In this article, we will summarize the bulls’ thesis on GMS.
Gms Inc. (GMS)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Coliseum Capital Christopher Shackelton And Adam Gray | 3,437,488 | $251,520,997 | +82% | 21% |
| 2. | Zimmer Partners Stuart J. Zimmer | 100,050 | $7,320,659 | +34% | 0.14% |
| 3. | Regents Gate Capital Joshua White | 72,839 | $5,329,630 | +1440% | 2.27% |
| 4. | AQR Capital Management Cliff Asness | 58,222 | $4,260,105 | -7% | 0% |
| 5. | D E Shaw D. E. Shaw | 47,863 | $3,502,136 | +148% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $70.00 | 3,650 | $255,500.00 | 66,928 | 2025-04-07 | Filing | |
| $40.19 | 205,000 | $8,238,950.00 | 6,336,573 | 2022-09-30 | Filing | |
| $39.82 | 100,000 | $3,982,000.00 | 6,131,573 | 2022-06-23 | Filing | |
| $38.72 | 93,897 | $3,635,691.84 | 6,031,573 | 2022-06-22 | Filing | |
| $48.10 | 60,000 | $2,886,000.00 | 5,937,676 | 2022-04-08 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $108.23 | 5,000 | $541,150.00 | 23,950 | 2025-06-30 | Filing | |
| $73.46 | 12,474 | $916,340.04 | 31,507 | 2025-04-01 | Filing | |
| $102.13 | 5,000 | $510,650.00 | 23,772 | 2024-11-11 | Filing | |
| $91.76 | 15,000 | $1,376,400.00 | 63,278 | 2024-09-18 | Filing | |
| $90.32 | 7,900 | $713,528.00 | 10,671 | 2024-07-16 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 643,256 | $69,955,652 | 2.39% | |
| 2. | 13,778 | $1,498,358 | 0% | |
| 3. | 732 | $79,605 | 0.01% | |
| 4. | 355 | $38,606 | 0% | |
| 5. | 310 | $33,713 | 0% |
News See All
Home Depot Wins the Bidding War Against QXO Inc (QXO), Acquires GMS Inc (GMS)
QXO, Inc. (NYSE:QXO) is one of the 10 Best Growth Stocks to Buy With Huge Upside Potential. On June 18, QXO, Inc. (NYSE:QXO) made an offer to acquire GMS Inc.
GMS Inc. (GMS) Jumps 11.7% on Home Depot Merger
“Following careful consideration of The Home Depot’s proposal, along with other potential opportunities for the company, our Board determined that this transaction is in the best interests of GMS ...
QXO, Inc. (QXO) Offers to Acquire GMS Inc (GMS)
QXO, Inc. (NYSE:QXO) is one of the 11 Unstoppable Tech Stocks to Invest in. On June 21, Reuters reported Billionaire Brad Jacobs, CEO of QXO, Inc.
GMS Inc (GMS) Soars 31.88% W/W as 2 Building Giants Engage in Bidding War
GMS Inc. (NYSE:GMS) jumped by 31.88 percent week-on-week to finish at $100.27 versus the $76.03 on June 13, as investors snapped up shares following news that it was being targeted for acquisition by...
GMS Inc.(GMS) Flies 23.77% Higher After Home Depot Acquisition Bid
Citing sources privy to the matter, The Wall Street Journal reported that Home Depot has made an offer to acquire GMS Inc. (NYSE:GMS), making it the second company to place bets on GMS Inc.
GMS Inc. (NYSE:GMS) Q4 2025 Earnings Call Transcript
Carey Phelps: Greetings, and welcome to GMS Inc. Fourth Quarter Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GMS Inc. (NYSE:GMS) Q3 2025 Earnings Call Transcript
Operator: Greetings, and welcome to GMS Incorporated. Third Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GMS Inc. (NYSE:GMS) Q2 2025 Earnings Call Transcript
Operator: Greetings. Welcome to GMS Inc. Second Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode.
GMS Inc. (NYSE:GMS) Q1 2025 Earnings Call Transcript
Operator: Greetings. Welcome to the GMS Inc. First Quarter 2025 Earnings Conference Call. [Operator Instructions] Please note this conference is being recorded.
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