Blueline Partners, L.l.c.

INFU

10% OWNER · INFUSYSTEM HOLDINGS, INC · CIK 0001338294

FILING MIX · LIFETIME0%/100%

BUYS

SELLS

TOTAL VALUE

$5.83M

COMPANIES

ACTIVE SINCE

Jun 2020

HOLDINGS NOW

2,823,087

AVG SELL PX

$11.28

Trades · vs SPY

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Performance · forward returns vs SPY

4 backtested trades · 8 horizons

Forward-return performance of every backtestable P/S trade by Blueline Partners, L.l.c., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.

HORIZON	TRADES	WIN RATE	INSIDER RETURN	SPY RETURN	MEAN EXCESS	MEDIAN EXCESS	T-STAT
7d	4	+100.00%	-10.36%	+3.29%	-13.65%	-14.56%	—
14d	4	+100.00%	-7.51%	+3.51%	-11.03%	-11.79%	—
30d	4	+25.00%	+5.64%	+5.82%	-0.18%	+0.45%	—
60d	4	+0.00%	+15.83%	+14.13%	+1.70%	+2.47%	—
90d	4	+0.00%	+13.51%	+8.60%	+4.90%	+6.48%	—
180d	4	+0.00%	+60.65%	+22.09%	+38.56%	+37.84%	—
1y	4	+0.00%	+54.57%	+42.23%	+12.34%	+5.47%	—
2y	4	+100.00%	-20.72%	+28.94%	-49.66%	-51.05%	—

How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.

Holdings over time

INFU · 2,823,087 shares · as of Jun 30, 2020

Trading cadence · quarterly flow

BUY ● SELL ●

2020

FLOW · 0 buys / 4 sellsCOVERAGE · 1 quarters

Form 4 filings · all activity

COMPANY	TYPE	SHARES	PRICE	VALUE	HELD AFTER	TRADE DATE	FILED
INFU INFUSYSTEM HOLDINGS, INC	SALE	400,000	$11.00	$4.40M	2,823,087	Jun 30, 2020	Jun 30, 2020 ↗
INFU INFUSYSTEM HOLDINGS, INC	SALE	20,350	$11.87	$241.6K	3,223,087	Jun 29, 2020	Jun 29, 2020 ↗
INFU INFUSYSTEM HOLDINGS, INC	SALE	794	$12.09	$9.6K	3,243,437	Jun 28, 2020	Jun 29, 2020 ↗
INFU INFUSYSTEM HOLDINGS, INC	SALE	95,529	$12.33	$1.18M	3,244,231	Jun 25, 2020	Jun 29, 2020 ↗

Other insiders · INFU

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About this filer

CIK 0001338294

ROLE

10% Owner

PRIMARY

INFU

COMPANIES

ACTIVE SINCE

Jun 2020

MARKETPEEL · /INSIDER/0001338294DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE

Blueline Partners, L.l.c.

The morning brief, before the bell.