Marten Transport, Ltd. (MRTN): A Bull Case Theory
We came across a bullish thesis on Marten Transport, Ltd. on R. Dennis’s Substack by Oppcost. In this article, we will summarize the bulls’ thesis on MRTN.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Royce & Associates Chuck Royce | 1,394,890 | $24,201,342 | +43% | 0.19% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 919,740 | $15,957,489 | +36% | 0.01% |
| 3. | 12th Street Asset Management Michael O'keefe | 758,634 | $13,162,300 | 1.88% | |
| 4. | Citadel Investment Group Ken Griffin | 722,251 | $12,531,055 | +8% | 0% |
| 5. | AQR Capital Management Cliff Asness | 395,125 | $6,855,412 | +15% | 0% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $12.88 | 20,000 | $257,660.00 | 176,444 | 2025-04-28 | Filing | |
| $15.81 | 10,000 | $158,051.00 | 156,444 | 2024-10-30 | Filing | |
| $15.07 | 15,000 | $226,050.00 | 136,944 | 2021-09-20 | Filing | |
| $15.25 | 7,070 | $107,817.50 | 119,444 | 2020-10-30 | Filing | |
| $19.98 | 7,500 | $149,865.00 | 76,315 | 2018-04-25 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.34 | 4,500 | $82,535.40 | 7,448 | 2024-07-25 | Filing | |
| $18.22 | 4,500 | $81,998.55 | 31,600 | 2024-06-12 | Filing | |
| $20.12 | 5,313 | $106,918.81 | 53,674 | 2023-03-20 | Filing | |
| $22.93 | 10,313 | $236,429.65 | 195,475 | 2022-08-15 | Filing | |
| $19.93 | 3,000 | $59,796.00 | 45,674 | 2022-03-17 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 10,058,930 | $174,522,436 | 0% | |
| 2. | 4,999,156 | $86,737,142 | 0.02% | |
| 3. | 2,800,863 | $48,594,973 | 0.02% | |
| 4. | 2,723,602 | $47,254,495 | 0% | |
| 5. | 2,702,378 | $46,886,258 | 0% |