GrafTech International Ltd. (EAF): A Bear Case Theory
We came across a bearish thesis on GrafTech International Ltd. (EAF) on The Lion's Roar - Outside the Box Investments’ Substack by Dominick D'Angelo.
Graftech International Ltd (EAF)
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Sector: Electrical Industrial Apparatus
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. | Yacktman Asset Management Donald Yacktman | 11,791,544 | $15,564,838 | -15% | 0.15% |
| 2. | Marathon Asset Management Bruce J. Richards And Louis Hanover | 3,521,212 | $4,648,000 | 3.26% | |
| 3. | Citadel Investment Group Ken Griffin | 2,000,602 | $2,640,795 | +30% | 0% |
| 4. | Millennium Management Israel Englander | 1,784,005 | $2,354,887 | -65% | 0% |
| 5. | Invenomic Capital Management Ali Motamed | 1,660,275 | $2,191,563 | -17% | 0.12% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1.72 | 332,770 | 31,358,061 | 2024-05-17 | Filing | ||
| $1.74 | 500,000 | 31,025,291 | 2024-05-10 | Filing | ||
| $1.77 | 114,178 | 30,525,291 | 2024-05-09 | Filing | ||
| $1.81 | 163,250 | 30,411,113 | 2024-05-06 | Filing | ||
| $1.77 | 533,009 | 30,247,863 | 2024-05-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $2.20 | 68 | 23,352,826 | 2024-01-02 | Filing | ||
| $2.20 | 88 | 23,352,894 | 2024-01-02 | Filing | ||
| $2.20 | 1,846,591 | 23,352,982 | 2024-01-02 | Filing | ||
| $2.20 | 1,038,919 | 25,199,573 | 2024-01-02 | Filing | ||
| $2.20 | 1,037,120 | 26,238,492 | 2024-01-02 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 38,521,185 | $84,361,395 | 0% | |
| 2. | 27,275,626 | $59,733,621 | 0.35% | |
| 3. | 20,411,198 | $44,700,524 | 0.19% | |
| 4. | 18,982,272 | $41,571,176 | 0% | |
| 5. | 14,386,677 | $31,506,823 | 0% |
News See All
GrafTech International Ltd. (NYSE:EAF) Q3 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen. Welcome to the GrafTech Third Quarter 2024 Earnings Conference Call and Webcast.
Here’s Why O'Keefe Stevens Sold its Long-Term Holding Graftech (EAF)
O’keefe Stevens Advisory, an investment advisory firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
GrafTech International Ltd. (NYSE:EAF) Q2 2024 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the GrafTech Second Quarter 2024 Earnings Conference Call and Webcast. At this time all lines are in listen-only mode.
GrafTech International Ltd. (EAF) Declined 39% in January
O’keefe Stevens Advisory, an investment advisory firm, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here.
GrafTech International Ltd. (NYSE:EAF) Q1 2024 Earnings Call Transcript
GrafTech International Ltd. beats earnings expectations. Reported EPS is $-0.1, expectations were $-0.18. GrafTech International Ltd.
GrafTech International Ltd. (NYSE:EAF) Q4 2023 Earnings Call Transcript
GrafTech International Ltd. misses on earnings expectations. Reported EPS is $-0.27 EPS, expectations were $-0.21. GrafTech International Ltd.
Several Headwinds Dragged GrafTech International Ltd. (EAF)
O’keefe Stevens Advisory, an investment advisory firm, released its fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
GrafTech International Ltd. (NYSE:EAF) Q3 2023 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the GrafTech Third Quarter 2023 Earnings Conference Call and Webcast. At this time, all lines are in a listen-only mode.
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