Iridium Communications Inc. (IRDM): A Bull Case Theory
We came across a bullish thesis on Iridium Communications Inc. (IRDM) on Stock Picker's Corner’s Substack by Stock Picker's Corner. In this article, we will summarize the bulls’ thesis on IRDM.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Silver Heights Capital Management Kevin Kuebler And Ming Lam | 3,725,267 | $113,434,380 | -1% | 47.44% |
2. | ARK Investment Management Catherine D. Wood | 2,372,791 | $72,251,486 | -6% | 0.66% |
3. | AQR Capital Management Cliff Asness | 1,141,042 | $34,744,729 | +364% | 0.04% |
4. | Millennium Management Israel Englander | 1,000,383 | $30,461,662 | +64% | 0.01% |
5. | Select Equity Group Robert Joseph Caruso | 978,494 | $29,795,142 | +64% | 0.1% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$37.01 | 28,000 | Officer, Director | 706,912 | 2023-11-20 | Filing | |
$37.26 | 2,600 | Director | 6,642 | 2021-06-07 | Filing | |
$22.70 | 4,000 | Director | 201,249 | 2019-05-24 | Filing | |
$10.89 | 45,750 | Director | 160,983 | 2017-11-09 | Filing | |
$8.51 | 29,000 | Director | 149,788 | 2017-03-10 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$29.48 | 4,420 | 182,797 | 2024-11-04 | Filing | ||
$29.39 | 38,355 | 254,824 | 2024-10-23 | Filing | ||
$28.41 | 3,798 | 60,517 | 2024-03-06 | Filing | ||
$64.80 | 27,835 | Officer | 65,101 | 2023-05-03 | Filing | |
$64.49 | 11,344 | Director | 246,874 | 2023-05-01 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 14,045,775 | $578,124,099 | 1.53% | |
2. | 11,753,337 | $483,767,352 | 0.01% | |
3. | 11,379,311 | $468,372,451 | 0.01% | |
4. | 7,403,313 | $304,720,363 | 0.06% | |
5. | 4,290,627 | $176,602,207 | 0% |