BJ's Wholesale CEO Eddy Reports a $501,000 $DKS Buy

Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.

Here's what stood out today:

📌 Dick’s Sporting Goods $DKS – BJ’s Wholesale President and CEO Robert Eddy filed a Form 4 for $501,000. 

That’s a big, clean open-market buy from the top seat. Retail remains choppy, but when the top brass puts half a million down, you have to respect it.

📌 Oil-Dri Corp $ODC – GAMCO Investors upped their 13D stake from 5.45% to 9.39%.

Mario Gabelli’s shop doesn’t file 13Ds for fun. A near double in position signals real intent – could get interesting. The stock is already up more than 30% this year. 

Here’s The Hot Corner, with data from June 27, 2025:

Click the table to enlarge it.

📌 Potbelly Corp $PBPB – Portolan Capital bumped its 13G stake from 4.27% to 5.53%.

Small-cap restaurant names rarely get this kind of institutional love. Crossing 5% means they want eyes on the board.

The stock has been carving out  a base for the past decade and is now pressing against the upper bounds of this range threatening to complete it. 

📌 Sunrun $RUN – Point72 filed a new 13G showing a jump from 0.19% to 5.00%.

That’s a massive scale-in. Cohen’s team taking a full position in solar while it’s trading near cycle lows? Could be an interesting tell.