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u/jyl8 in r/ValueInvesting • 4 days, 5 hours ago
This is an idea generation post, right? Some that may be worth looking at: J - I think the whacking is overdone. Yes FCF guide was a bit weak, the PA deal is uncertain, the stock was on its highs and didn't blow away numbers or guide way up, so …
u/Abject_Set8851 in r/ValueInvesting • 4 days, 15 hours ago
JD https://open.substack.com/pub/tensortrader/p/jdcom-9618hk-jd-alpha-in-the-armistice JHX https://open.substack.com/pub/tensortrader/p/james-hardie-industries-jhx-buy-for
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Dark Pool Volume
Short: 47.1%
Long: 52.9%
851011 shares
954513 shares
Total Off-Exchange Volume: 1.8 million
Values over 50% Short often indicate hidden bearish pressure from institutions.
Date: Dec 05, 2025
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| No recent trades found. | ||
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Wellington Management Group, LLP | 50,649,731 | $1.0 billion | 0% | Sep 30, 2025 |
| D1 Capital Partners, LP | 18,997,847 | $375.8 million | 0% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 15,829,518 | $313.1 million | 0% | Sep 30, 2025 |
| Massachusetts Financial Services Co. | 13,600,870 | $269.0 million | 0% | Sep 30, 2025 |
| FMR, LLC | 11,870,493 | $234.8 million | 0% | Sep 30, 2025 |
| Long Pond Capital, LP | 7,247,811 | $143.4 million | 0% | Sep 30, 2025 |
| Point72 Asset Management, L.P. | 6,892,009 | $136.3 million | 0% | Sep 30, 2025 |
| Phoenix Financial Ltd. | 5,509,541 | $109.0 million | 0% | Sep 30, 2025 |
| Alyeska Investment Group, L.p. | 4,531,761 | $89.6 million | 0% | Sep 30, 2025 |
| Blackrock Inc. | 4,511,075 | $89.2 million | 0% | Sep 30, 2025 |

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