Sector: energygrid
Conviction from: NASDAQS&PCitrini
First Solar designs and manufactures thin-film cadmium telluride photovoltaic solar modules and provides utility-scale solar power solutions.
4 tracked filer(s) hold this · 1 opened, 2 added, 1 trimmed in 31-MAR-2026
Aggregate 13FScore 60 — mean of 4 scored holder(s) · buyers (new/add) avg 62. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 42 | New buy | 200 | $39,452 | 0.0% |
| Irenic Capital | 48 | Added +4020% | 288,389 | $56,887,614 | 3.7% |
| PECONIC PARTNERS LLC (auto-surfaced) | 97 | Added +34% | 395,000 | $77,917,700 | 1.3% |
| Bridgewater | 55 | Trimmed -55% | 20,321 | $4,008,520 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
3 disclosed trade(s) by 2 filer(s).
2 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #104 — State of the Themes: Long GOOGL, Asian Outperformance and the Age of Virality | 2025-08-18 | LONG |
| #80 — Market Memo: January Musings | 2025-01-09 | LONG |