CD&R Reports a $52.97 Million $REZI Buy

📌 Resideo Technologies $REZI — CD&R Channel Holdings II, L.P. bought $52.97 million worth of shares.

Easily the largest purchase on today’s list — by a wide margin.

The private-equity giant added over $50 million in stock as REZI slid more than 30% off its highs.

That’s a firm doubling down into weakness, and it comes as the stock challenges a major area of interest.

📌 Northern Dynasty Minerals $NAK — Kopernik Global Investors raised its 13D from 3.66% to 12.70%.

This is a massive size-up from a deep-value, hard-assets specialist.

Taking their stake above 12% suggests they view this as a multi-year asymmetric bet — not just a trade.

Here’s The Hot Corner, with data from November 13, 2025:

Click the table to enlarge it.

Three notable speculative growth purchases, just as momentum gives way and charts start to break:

📌 Intuitive Machines $LUNR — Director Michael Blitzer bought $2.19 million worth of stock.

A big insider swing in one of the more volatile space-exploration names.

📌 Galaxy Digital $GLXY — Director Douglas Deason purchased $732,000.

Another sizable vote of confidence from Deason, just as the stock tests the April lows AVWAP and the broader crypto complex starts violating key levels.

📌 IonQ $IONQ — Director William Teuber Jr. disclosed a $109,630 buy.

Small but notable, IonQ remains one of the bellwether quantum computing plays, and right now it’s testing a major level at the April lows AVWAP.

📌 Rep. Cleo Fields — Another round of heavy tech accumulation:

• Apple $AAPL: $350,000–$750,000
• Alphabet $GOOGL: $150,000–$350,000
• NVIDIA $NVDA: $115,000–$200,000
• TSMC $TSM: $100,000–$250,000
• Netflix $NFLX: $100,000–$250,000
• Celestica $CLS: $15,000–$50,000