Resolute Holdings Management, Inc. (RHLD): A Bear Case Theory
We came across a bearish thesis on Resolute Holdings Management, Inc. on Value Investors Club by cubbie. In this article, we will summarize the bears’ thesis on RHLD.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Locust Wood Capital Advisers Stephen J. Errico | 543,969 | $112,291,521 | -7% | 2.71% |
| 2. | Balance Capital Partners Ali Carim And Tariq Barma | 252,718 | $52,168,577 | 42.35% | |
| 3. | Newtyn Management Noah Levy And Eugene Dozortsev | 242,423 | $50,043,381 | -4% | 5.26% |
| 4. | Corsair Capital Management Jay Petschek And Steven Major | 207,774 | $42,890,787 | +36% | 6.66% |
| 5. | Nine Ten Partners Brian Bares, Russell Mollen, And James Bradshaw | 92,980 | $19,194,000 | -27% | 6.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $149.23 | 900 | $134,307.00 | 1,900 | 2025-11-18 | Filing | |
| $152.98 | 3,268 | $499,985.30 | 9,207 | 2025-11-18 | Filing | |
| $170.94 | 397 | $67,863.18 | 5,939 | 2025-11-07 | Filing | |
| $170.08 | 1,512 | $257,160.96 | 5,542 | 2025-11-07 | Filing | |
| $168.95 | 2,234 | $377,434.30 | 4,030 | 2025-11-07 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 319,844 | $66,025,397 | 11.62% | |
| 2. | 282,583 | $58,333,609 | 0% | |
| 3. | 228,403 | $47,149,231 | 0% | |
| 4. | 183,566 | $37,893,529 | 10.13% | |
| 5. | 136,744 | $28,228,064 | 0% |