Oasis Management Co Ltd. 4
4 · STRATUS PROPERTIES INC · Filed Apr 29, 2026
Research Summary
AI-generated summary of this filing
STRATUS PROPERTIES (STRS) 10% Owner Oasis Management Sells Shares
What Happened
Oasis Management Co. Ltd., the investment manager for Oasis Investments II Master Fund Ltd. (reported 10% owner), sold a total of 24,916 shares of Stratus Properties (STRS) in late April 2026. Transactions reported: 10,000 shares on 2026-04-27 at $30.00 (proceeds $300,049), another 10,000 shares on 2026-04-27 at $30.00 (proceeds $300,026), and 4,916 shares on 2026-04-28 at $30.03 (proceeds $147,649). Total proceeds were approximately $747,724. These were outright sales (not purchases or option exercises).
Key Details
- Transaction dates/prices/proceeds:
- 2026-04-27: 10,000 shares @ $30.00 — $300,049 (sale)
- 2026-04-27: 10,000 shares @ $30.00 — $300,026 (sale)
- 2026-04-28: 4,916 shares @ $30.03 — $147,649 (sale)
- Transaction type: S (sale) — open market or private sale per filing.
- Shares owned after transaction: Not specified in the provided filing.
- Footnotes:
- F1: Securities are held by Oasis Investments II Master Fund Ltd.; Oasis Management is the fund's investment manager and Seth Fischer supervises investment decisions.
- F2: Reporting persons disclaim beneficial ownership except to the extent of any pecuniary interest.
- Filing timeliness: Report filed 2026-04-29 covering trades through 2026-04-28; the filing does not indicate a late report (no “L” code provided).
Context
This filing reports institutional sales by a 10% holder’s investment manager rather than an executive's personal trades. Such institutional sales can be routine portfolio management and do not necessarily signal a change in company fundamentals. For retail investors, purchases by insiders often carry clearer sentiment signals than routine sales; avoid drawing strong conclusions from this single filing alone.
Insider Transaction Report
- Sale
Common Stock, par value $0.01 per share
[F1][F2]2026-04-27$30.00/sh−10,000$300,049→ 1,006,765 total(indirect: See footnotes) - Sale
Common Stock, par value $0.01 per share
[F1][F2]2026-04-27$30.00/sh−10,000$300,026→ 996,765 total(indirect: See footnotes) - Sale
Common Stock, par value $0.01 per share
[F1][F2]2026-04-28$30.03/sh−4,916$147,649→ 991,849 total(indirect: See footnotes)
Footnotes (2)
- [F1]The securities to which this filing relates are held directly by Oasis Investments II Master Fund Ltd., a Cayman Islands exempted company (the "Oasis II Fund"). Oasis Management Company Ltd., a Cayman Islands exempted company (the "Investment Manager"), is the investment manager of Oasis II Fund. Seth Fischer, is responsible for the supervision and conduct of all investment activities of the Investment Manager, including all investment decisions with respect to the assets of the Oasis II Fund.
- [F2]The filing of this statement shall not be deemed an admission that any of the Reporting Persons is the beneficial owner of the securities reported herein for purposes of Section 16 of the Securities Act of 1934, as amended, or otherwise. Each of the Reporting Persons expressly disclaims beneficial ownership of the securities reported herein except to the extent of its or his pecuniary interest therein, if any.