Silver Point Capital LP

10% owner Silver Point Capital LP buys 397,500 shares (397.5K) for $36.0M at $90.50 in 2 transactions as firm operates with -27.7% annual revenue decline and -$113.5M net loss.

Silver Point Capital LP, a 10% stakeholder, executed 2 separate purchases totaling 397,500 shares for $35,973,750.00 on 2026-05-19 and 2026-05-20, increasing holdings to 6,035,214 shares. The transaction occurred as Keenova reported negative net income of -$113,500,000.00 and annual revenue contraction of -27.7%, positioning the company in a deteriorating financial state. Across the insider's cross-ticker trade history, prior activity shows 1 buy and 6 prior sells with a 90-day well-timed rate of 100.00% on those sales, indicating the insider's past sells were well-executed; however, this metric reflects historical open-market timing patterns and does not necessarily predict outcomes of new accumulation activity in a company facing material revenue decline and substantial operating losses. The accumulation into fundamental headwinds merits investor scrutiny of the underlying rationale.

Silver Point Capital sells 844,156 shares ($172.4M) at $204.22; reduces GPOR stake by 24.5% after strong Q revenue and earnings

Silver Point Capital sold 844,156 shares (844.2K shares) for $172,393,538.32 ($172.4M) in two separate transactions on 2026-03-02 and 2026-03-03 at $204.22, reducing holdings from 3,449,885 to 2,605,729 shares (a -24.5% reduction). This large block sale occurs against a backdrop of strong fundamentals: GPOR posted quarterly revenue of $379,745,000.00 ($379.7M) and net income of $111,393,000.00 ($111.4M), with annual revenue growth of +48.5% and a low P/E of 5.47. The director's timing is noteworthy: across his prior 5 trades at GPOR, 4 of 5 sells were well-timed at the 90-day mark, and his most recent two December 2025 sales at this ticker both returned -5.3% over 30 days. The current price of $209.78 is only -5.7% below the 52-week high of $222.49, and the stock is +7.8% over the past 30 days, indicating the sale did not occur during a temporary dip. The magnitude of this reduction (844.2K shares) combined with the director's demonstrated pattern of well-timed exits at GPOR merits investor attention as a signal worth monitoring through the ensuing 90-day period.

Silver Point Capital L.P. (10% owner) buys 357,917 shares of THS at $24.54; stock down 28.7% from 52-week high.

Silver Point Capital L.P., a 10% shareholder, purchased 357,917 shares of TreeHouse Foods at $24.54 on 2026-02-10, a price 0.45% above the current market price of $24.43. The buy occurs with the stock trading 28.7% below its 52-week high of $34.28, and against deteriorating fundamentals: TreeHouse reported a net loss of $265,800,000.00 in the latest quarter on revenue of $840,300,000.00, with annual revenue declining 2.3% year-over-year. The insider's prior 9 open-market sells across all holdings showed a 42.86% well-timed rate, suggesting modest historical ability to time exits but no clear pattern supporting entry timing skill. This buy from a major shareholder at a depressed price level relative to recent history occurs amid negative earnings but without disclosed catalysts for the reversal, warranting investor scrutiny of the underlying rationale.

Silver Point Capital sells 290,035 shares at $219.56 for $63.7M; holds 3.45M shares post-sale amid -46.5% revenue decline

Silver Point Capital L.P., a director, executed 2 separate sales totaling 290,035 shares for $63,680,084.60 on 2025-12-01 and 2025-12-02 at $219.56 per share, reducing holdings from 3.74M to 3.45M shares (-7.8%). The sale occurred near the 52-week high ($222.49), with the stock currently at $217.67 (-2.2% from peak). Gulfport Energy fundamentals show severe contraction: annual revenue growth of -46.5% year-over-year, a P/E of 189.28, and the company unprofitable on a full-year basis despite the latest quarter showing $111.4M net income. Across the insider's cross-ticker open-market history, 10 prior sells averaged a +0.0% 30-day return with 30% well-timed at 90 days, and at Gulfport specifically, 2 of 5 prior sales were well-timed at the 90-day mark—a mixed pattern. The combination of a material disposal ($63.7M notional) near a relative price high, substantial revenue deterioration, and full-year unprofitability may warrant investor attention to the insider's confidence signals and near-term price momentum relative to the executed levels.

Silver Point Capital L.P. sold 686,986 shares of GPOR at $194.84 for $133.9M, reducing stake by 25.6%

Silver Point Capital L.P. executed a substantial $133.9M sale of 686,986 shares at $194.84 on 2025-05-13, reducing its GPOR holdings from 2.68M to 1.99M shares. The transaction occurred near the stock's 52-week high of $198.21 and coincides with a significant recent rally (+18.4% over 30 days, +7.1% over 90 days). Prior to this sale, the insider's track record at GPOR shows weak timing discipline: only 1 of 5 prior GPOR sales were well-timed at the 90-day mark, with an average 90-day return of +4.3% across those five transactions. Notably, GPOR fundamentals remain strained, with annual revenue declining 46.5% and the company unprofitable on a full-year basis despite recent quarterly revenues of $197.0M. The magnitude and price-point of this sale merit monitoring as it represents a material reduction in the director's stake during a period of elevated valuations.

Silver Point Capital L.P. (Director) sold 429,253 shares of GPOR at $185.22 on 2025-01-13, reducing holdings by 13.8% to 2,681,309 shares; stock currently at $192.58 (+0.0% from 52-week high).

Silver Point Capital L.P. executed a $79,506,240.66 sale of GPOR shares at $185.22 per share while the stock is trading at its 52-week high of $192.58, realizing the transaction at a discount to current levels. The sale reduces the director's holdings by 13.8% (429,253 shares) to 2,681,309 shares, suggesting a material reduction of position exposure. At the same ticker, the insider's prior two measurable 90-day outcomes (sell on 2024-09-19 and 2024-03-19) showed divergent results—one at +14.4% and one at -0.4%—indicating mixed historical timing at this specific stock. The company's fundamentals reflect net losses of $-13,967,000.00 against quarterly revenue of $253,912,000.00, though annual growth stands at +34.6%, creating a disconnect between revenue momentum and profitability that may warrant investor examination of underlying business quality.

Silver Point Capital sold 529,410 shares of GPOR for $86.2M on 2024-12-19; reduced stake by 14.5% while stock up 11.1% in 90 days.

Silver Point Capital, a director of Gulfport Energy, divested 529,410 shares at $162.81, raising $86,193,242.10 and reducing holdings to 3,110,562 shares from 3,639,972. The sale occurred despite the company's strong recent momentum: GPOR returned +11.1% over the preceding 90 days and remains -8.1% from its 52-week high of $180.14. Fundamentals show rising annual revenue growth of +34.6%, though net income is negative at $-13,967,000.00 against quarterly revenue of $253,912,000.00. At the cross-ticker level, Silver Point's prior seven open-market sales averaged +10.1% returns over 90 days with only a 20.00% well-timed rate (low success in timing sell decisions). At GPOR specifically, the insider's prior measurable sales were mixed: one well-timed (15.5% gain despite selling before, 2023-12-11) and one poorly timed (positive 14.4% gain after selling, 2024-09-19). The current sale represents a material reduction in exposure at a price below the 52-week high, occurring in a window where the stock has gathered recent upside momentum.

Director Silver Point Capital L.P. sells 125,000 GPOR shares at $177.00 for $22.1M, reducing stake to 3.64M shares amid 22.8% 30-day surge.

Silver Point Capital L.P. sold 125,000 shares of GPOR at $177.00 on 2024-11-27, the highest price point near the 52-week range high of $177.69, reducing holdings by 125,000 shares to 3.64M shares post-transaction. This sale occurs after an exceptional 22.8% 30-day run and 21.2% 90-day advance, positioning the stock at -1.1% from its 52-week high. Notably, this represents the director's second sale in one week—a prior sale occurred just six days earlier on 2024-11-21—suggesting concentrated selling activity during a peak price window. The same-ticker history at GPOR shows 1 of 3 prior measurable 90-day sells were well-timed (negative subsequent return), a modest 33% success rate, leaving timing opaque. Company fundamentals present a mixed signal: annual revenue growth of +34.6% is strong, but the latest quarter shows a net loss of $-14.0M against $253.9M in revenue, and the valuation at P/E 12.10 reflects market pricing of current earnings dynamics rather than growth premium.

Director Silver Point Capital L.P. sells 472,876 shares of GPOR for $83.0M at $175.60; stock near 52-week high, up 22.8% in 30 days

Silver Point Capital L.P. executed a substantial $83,037,025.60 sale of 472,876 shares at $175.60, reducing holdings by 11.2% to 3,764,972 shares. This transaction occurs with GPOR trading at $176.53, only 0.6% below its 52-week high of $177.69, and follows a sharp 30-day rally of +22.8% and 90-day gain of +24.3%. The timing presents a notable contrast to the insider's prior pattern at this ticker: across 5 prior GPOR sales, the insider achieved a well-timed rate of only 25% at the 90-day mark (only 1 of 4 measurable prior sales was well-timed), with the most recent sale on 2024-09-19 showing only +0.2% 30-day return. The current sale near 52-week highs and following the recent strong momentum run suggests execution during peak recent valuation, though fundamentals remain mixed with trailing net income of $-14.0M against $253.9M quarterly revenue and 34.6% annual revenue growth.

Silver Point Capital L.P. sold 960,000 shares of GPOR for $140.4M on 2024-09-19, reducing stake by 18.5%.

Silver Point Capital L.P., a director, executed a substantial sale of 960,000 shares at $146.25, reducing holdings from 5,197,848 shares to 4,237,848 shares. At the 2024-09-19 transaction price of $146.25, the stock has since moved to $151.00 (+3.2% post-trade). Among the insider's 5 prior GPOR sales, only 1 of 5 proved well-timed at the 90-day mark, suggesting a weak track record of sell execution at this ticker specifically. GPOR fundamentals show net income of $-26,212,000 despite revenue of $181,117,000 and annual growth of +34.6%; the company trades at a P/E of 3.11 with a $2.7B market cap. The substantial position reduction—combined with mixed historical timing on prior GPOR trades—warrants attention to whether further insider activity or operational developments follow.