JBG SMITH Properties (JBGS): A Bull Case Theory
We came across a bullish thesis on JBG SMITH Properties (JBGS) on Raging Bull Investments’ Substack by Jake LaMotta. In this article we will summarize the bulls’ thesis on JBS.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Long Pond Capital John Khoury | 6,409,668 | $112,040,997 | -8% | 5.02% |
2. | Millennium Management Israel Englander | 423,743 | $7,407,028 | +86% | 0% |
3. | GLG Partners Noam Gottesman | 392,682 | $6,864,081 | +11% | 0.01% |
4. | Tudor Investment Corp Paul Tudor Jones | 229,665 | $4,014,544 | -29% | 0.01% |
5. | D E Shaw D. E. Shaw | 141,739 | $2,477,598 | -54% | 0% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$16.87 | 30,000 | Director | 30,000 | 2024-03-01 | Filing | |
$23.15 | 10,000 | Director | 50,000 | 2022-08-23 | Filing | |
$23.75 | 1,000 | Director | 5,000 | 2022-05-10 | Filing | |
$23.85 | 1,000 | Director | 4,000 | 2022-05-10 | Filing | |
$24.67 | 3,000 | Director | 3,000 | 2022-05-10 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$17.26 | 20,000 | Director | 30,000 | 2024-11-01 | Filing | |
$17.38 | 7,525 | Officer | 0 | 2024-08-27 | Filing | |
$17.36 | 20,000 | Officer | 9 | 2024-08-27 | Filing | |
$17.00 | 16,901 | Officer | 0 | 2024-03-01 | Filing | |
$17.85 | 2,000 | Officer | 10,098 | 2023-12-14 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 18,192,553 | $309,455,333 | 0% | |
2. | 15,269,196 | $259,729,023 | 0% | |
3. | 7,035,233 | $119,669,342 | 0.01% | |
4. | 6,322,266 | $107,541,745 | 0% | |
5. | 6,027,930 | $102,535,089 | 0.01% |