Insider Trading Wed 11/27/24

Notable purchases -- Icahn adds to UAN, IIIV and TFC CEOs active; notable sales -- MTSI 10% owner sells $25 mln

Buyers

• PSEC execs. (2) bought 1,005,000 shares between $4.72-$4.78 worth approx. $4.8 mln.
• IIIV CEO bought 88,544 shares between $23.51-$24.06 worth approx. $2.1 mln.
• UAN 10% owner, C. Icahn, bought 25,815 shares between $70.72-$72.36 worth approx. $1.8 mln.
• TFC CEO bought 34,180 shares at $48.56 worth approx. $1.7 mln.

Sellers

• MTSI 10% owner sold 187,562 shares at $133.15-$136.67 worth approx. $25.2 mln.
• UAL EVP sold 60K shares between $94.72-$95.54 worth approx. $5.7 mln.
• NPWR 10% owner sold 431,009 shares at 12.76 worth approx. $5.5 mln.
• ALKT CFO sold 99,755 shares at $41.89 worth approx. $4.2 mln.
• PATK CEO sold 30K shares between $135-$140.64 worth approx. $4.1 mln.
• FTAI Director sold 20K shares between $173.68-$174.99 worth approx. $3.5 mln.
• ALAB Director sold 30K shares between $104.91-$107.17 worth approx. $3.2 mln.
• ROAD SVP sold 25K shares between $100.66-$102.13 worth approx. $2.5 mln.

Insider Trading : Mon 9/11/23

Notable purchases -- CFO & President add to FLWS; notable sales -- GC active in NPWR

Buyers:

• AVGO Director bought 11,000 shares at $872.0256 worth ~$9.6 mln.
• CECO Director bought 12,000 shares at $13.67 - $13.91 worth ~$165K.
• CODI 10% owner bought 10,000 shares at $20.18 - $20.26 worth ~$202K.
• DKS Director bought 2,200 shares at $109.99 - $110.00 worth ~$242K.
• FLWS Chief Financial Officer / SVP and the President bought a total of 55,000 shares at $6.09 - $6.34 worth ~$342K. 
• FNKO 10% owner bought 110,190 shares at $6.9587 worth ~$767K.
• SOL Chairman / 10% owner bought 119,836 shares at $3.14 - $3.32  worth ~$383K.
• TDW Director bought 1486 shares at $67.317 worth ~$100K.

Sellers:

• BBW CAO, Gen. Counsel & Secretary sold 11,582 shares at $27.37 - $27.44 worth ~$317K.
• ICUI Chief Operating Officer sold 6,850 shares at $128.54 - $129.91 worth ~$884K.
• KAI Director sold 1,200 shares at $219.7923 worth ~$264K.
• MGPI Member of 10% holder group sold 13,000 shares at $113.340 - $116.56 worth ~$1.5 mln.
• NPWR General Counsel and Secretary sold 28,606 shares at $15.00 - $15.63 worth ~$435K.

Greenlight Capital (David Einhorn) discloses updated portfolio positions in 13F filing

New FHN SDRL ATVI positions, Exited GPN CIVI

Highlights from Q2 2023 filing as compared to Q1 2023:

• New positions in: FHN (~1.3 mln shares), SDRL (~0.27 mln), ATVI (~0.22 mln), AAP (~0.04 mln), HRI (~0.04 mln), SHC (~0.01 mln)
• Increased positions in: NPWR (to ~2.51 mln shares from ~0.76 mln shares), GPK (to ~1.77 mln from ~1.07 mln), BKI (to ~1.34 mln from ~0.92 mln), CPRI (to ~1.65 mln from ~1.24 mln), SWN (to ~9.23 mln from ~8.92 mln) CEIX (to ~2.85 mln from ~2.72 mln),
• Maintained positions in: GRBK (~16.6 mln shares), BHF (~3.12 mln shares), LIVN (~1.03 mln shares), GLD (~0.23 mln shares), FCNCA (~0.02 mln shares)
• Closed positions in: GPN (from ~0.6 mln shares), CIVI (from ~0.46 mln), PANA (from ~0.28 mln), CNXC (from ~0.21 mln)
• Decreased positions in: KD (to ~4.45 mln shares from ~8.5 mln shares), NBSE (to ~0.14 mln from ~2.73 mln), TECK (to ~1.35 mln from ~2.49 mln), NYCB (to ~1.71 mln from ~2.28 mln), THC (to ~0.93 mln from ~1.43 mln), SLV (to ~1.24 mln from ~1.49 mln), REZI (to ~0.49 mln from ~0.66 mln), WFRD (to ~0.43 mln from ~0.58 mln), ODP (to ~1.52 mln from ~1.63 mln), GPOR (to ~0.22 mln from ~0.28 mln)