Berkshire Partners Holdings Llc - Net Worth and Insider Trading
Berkshire Partners Holdings Llc Net Worth
The estimated net worth of Berkshire Partners Holdings Llc is at least $1.5 Billion dollars as of 2024-04-27. Berkshire Partners Holdings Llc is the 10% Owner of Advanced Drainage Systems Inc and owns about 6,429,372 shares of Advanced Drainage Systems Inc (WMS) stock worth over $1.0 Billion. Berkshire Partners Holdings Llc is the 10% Owner of Mattress Firm Holding Corp and owns about 5,223,951 shares of Mattress Firm Holding Corp (MFRM) stock worth over $334 Million. Berkshire Partners Holdings Llc is also the 10% Owner of National Vision Holdings Inc and owns about 4,835,912 shares of National Vision Holdings Inc (EYE) stock worth over $86 Million. Details can be seen in Berkshire Partners Holdings Llc's Latest Holdings Summary section.
Disclaimer: The insider information is derived from SEC filings. The estimated net worth is based on the assumption that Berkshire Partners Holdings Llc has not made any transactions after 2021-12-14 and currently still holds the listed stock(s).
Transaction Summary of Berkshire Partners Holdings Llc
Berkshire Partners Holdings Llc Insider Ownership Reports
Based on ownership reports from SEC filings, as the reporting owner, Berkshire Partners Holdings Llc owns 4 companies in total, including Advanced Drainage Systems Inc (WMS) , National Vision Holdings Inc (EYE) , and Mattress Firm Holding Corp (MFRM) among others .
Click here to see the complete history of Berkshire Partners Holdings Llc’s form 4 insider trades.
Insider Ownership Summary of Berkshire Partners Holdings Llc
| Ticker | Comapny | Transaction Date | Type of Owner |
|---|---|---|---|
| WMS | Advanced Drainage Systems Inc | 2021-12-14 | 10 percent owner |
| EYE | National Vision Holdings Inc | 2018-07-30 | 10 percent owner |
| MFRM | Mattress Firm Holding Corp | 2016-05-31 | director & 10 percent owner |
| PTLO | Portillos Inc | 2021-10-21 | director & 10 percent owner |
Berkshire Partners Holdings Llc Latest Holdings Summary
Berkshire Partners Holdings Llc currently owns a total of 3 stocks. Among these stocks, Berkshire Partners Holdings Llc owns 6,429,372 shares of Advanced Drainage Systems Inc (WMS) as of December 14, 2021, with a value of $1.0 Billion and a weighting of 71.31%. Berkshire Partners Holdings Llc owns 5,223,951 shares of Mattress Firm Holding Corp (MFRM) as of April 27, 2016, with a value of $334 Million and a weighting of 22.8%. Berkshire Partners Holdings Llc also owns 4,835,912 shares of National Vision Holdings Inc (EYE) as of July 30, 2018, with a value of $86 Million and a weighting of 5.89%.
Latest Holdings of Berkshire Partners Holdings Llc
| Ticker | Comapny | Latest Transaction Date | Shares Owned | Current Price ($) | Current Value ($) |
|---|---|---|---|---|---|
| WMS | Advanced Drainage Systems Inc | 2021-12-14 | 6,429,372 | 162.70 | 1,046,058,824 |
| MFRM | Mattress Firm Holding Corp | 2016-04-27 | 5,223,951 | 64.02 | 334,437,343 |
| EYE | National Vision Holdings Inc | 2018-07-30 | 4,835,912 | 17.88 | 86,466,107 |
Holding Weightings of Berkshire Partners Holdings Llc
Berkshire Partners Holdings Llc Form 4 Trading Tracker
According to the SEC Form 4 filings, Berkshire Partners Holdings Llc has made a total of 11 transactions in Advanced Drainage Systems Inc (WMS) over the past 5 years, including 5 buys and 6 sells. The most-recent trade in Advanced Drainage Systems Inc is the sale of 750,000 shares on December 14, 2021, which brought Berkshire Partners Holdings Llc around $94 Million.
According to the SEC Form 4 filings, Berkshire Partners Holdings Llc has made a total of 0 transactions in Mattress Firm Holding Corp (MFRM) over the past 5 years. The most-recent trade in Mattress Firm Holding Corp is the acquisition of 50,000 shares on April 27, 2016, which cost Berkshire Partners Holdings Llc around $2 Million.
According to the SEC Form 4 filings, Berkshire Partners Holdings Llc has made a total of 0 transactions in National Vision Holdings Inc (EYE) over the past 5 years. The most-recent trade in National Vision Holdings Inc is the sale of 2,681,557 shares on July 30, 2018, which brought Berkshire Partners Holdings Llc around $103 Million.
Insider Trading History of Berkshire Partners Holdings Llc
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Berkshire Partners Holdings Llc Trading Performance
GuruFocus tracks the stock performance after each of Berkshire Partners Holdings Llc's buying transactions within different timeframes. To be detailed, the average return of stocks after 3 months bought by Berkshire Partners Holdings Llc is -6.85%. GuruFocus also compares Berkshire Partners Holdings Llc's trading performance to market benchmark return within the same time period. The performance of stocks bought by Berkshire Partners Holdings Llc within 3 months outperforms 7 times out of 21 transactions in total compared to the return of S&P 500 within the same period.
You can select different timeframes to see how Berkshire Partners Holdings Llc's insider trading performs compared to the benchmark.
Performance of Berkshire Partners Holdings Llc
Average Return
66.02%
Outperforming Transactions
86%
| 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | |
|---|---|---|---|---|---|---|
| Return(%) | -0.44 | -6.85 | 34 | 66.02 | 52.32 | 46.9 |
| Relative Return to S&P 500(%) | -2.01 | -11.36 | 28.98 | 50.47 | 38.07 | 36.21 |
Berkshire Partners Holdings Llc Ownership Network
Ownership Network List of Berkshire Partners Holdings Llc
Ownership Network Relation of Berkshire Partners Holdings Llc
Berkshire Partners Holdings Llc Owned Company Details
What does Advanced Drainage Systems Inc do?
Who are the key executives at Advanced Drainage Systems Inc?
Berkshire Partners Holdings Llc is the 10 percent owner of Advanced Drainage Systems Inc. Other key executives at Advanced Drainage Systems Inc include Senior Vice President Michael G. Huebert , SVP & International Waun Thomas J. Sr. , and SEE REMARKS (A) Tim A Makowski .
Advanced Drainage Systems Inc (WMS) Insider Trades Summary
Over the past 18 months, Berkshire Partners Holdings Llc made no insider transaction in Advanced Drainage Systems Inc (WMS). Other recent insider transactions involving Advanced Drainage Systems Inc (WMS) include a net sale of 65,917 shares made by Michael G. Huebert , a net sale of 1,467,649 shares made by Ross M Jones , and a net sale of 1,467,649 shares made by Anil Seetharam .
In summary, during the past 3 months, insiders sold 1,564,724 shares of Advanced Drainage Systems Inc (WMS) in total and bought 0 shares, with a net sale of 1,564,724 shares. During the past 18 months, 3,103,745 shares of Advanced Drainage Systems Inc (WMS) were sold and 5,000 shares were bought by its insiders, resulting in a net sale of 3,098,745 shares.
Advanced Drainage Systems Inc (WMS)'s detailed insider trading history can be found in Insider Trading Tracker table.
Advanced Drainage Systems Inc Insider Transactions
Berkshire Partners Holdings Llc Mailing Address
Above is the net worth, insider trading, and ownership report for Berkshire Partners Holdings Llc. You might contact Berkshire Partners Holdings Llc via mailing address: 200 Clarendon Street, 35th Floor, Boston Ma 02116.
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