Kinder Morgan, Inc. (KMI): A Bull Case Theory
We came across a bullish thesis on Kinder Morgan, Inc. (KMI) on Stock Picker's Journey’s Substack by Gregg Jahnke. In this article, we will summarize the bulls’ thesis on KMI.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Orbis Investment Management William B. Gray | 18,270,089 | $403,586,266 | +134% | 2.13% |
2. | First Pacific Advisors LLC Robert Rodriguez And Steven Romick | 8,189,754 | $180,911,666 | -1% | 2.51% |
3. | Castle Hook Partners Josh Donfeld And David Rogers | 7,611,907 | $168,147,026 | -27% | 3.15% |
4. | FPR Partners Bob Peck And Andy Raab | 6,797,032 | $150,146,437 | -7% | 14.02% |
5. | 4,808,500 | $106,219,765 | 1.63% |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$24.90 | 2,241 | Director | 23,995 | 2024-11-05 | Filing | |
$20.65 | 9,685 | Director | 21,754 | 2024-08-02 | Filing | |
$21.09 | 47 | Director | 12,069 | 2024-08-01 | Filing | |
$16.27 | 13,000 | Director | 29,233 | 2021-12-08 | Filing | |
$16.34 | 6,000 | Director | 41,769 | 2021-12-08 | Filing |
Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$26.28 | 19,121 | Officer | 897,652 | 2024-11-06 | Filing | |
$24.70 | 209,858 | Director | 6,500,000 | 2024-10-22 | Filing | |
$24.75 | 690,142 | Director | 6,809,858 | 2024-10-21 | Filing | |
$21.00 | 51,340 | Officer | 256,069 | 2024-08-14 | Filing | |
$21.00 | 1,729 | Officer | 307,409 | 2024-08-13 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 172,634,436 | $3,045,271,450 | 0.06% | |
2. | 152,871,493 | $2,696,653,138 | 0.06% | |
3. | 126,980,102 | $2,239,928,999 | 0.1% | |
4. | 60,053,291 | $1,059,340,055 | 0.1% | |
5. | 39,013,157 | $686,151,471 | 0.07% |