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Food distribution and retail conviction

Directors step in and price stays stuck

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.

πŸ“Œ United Natural Foods $UNFI β€” Director James C. Pappas bought $573,000 per a new Form 4.
 
Straightforward insider buy in a food distributor which is stuck in the middle of a multi-year range. 

πŸ“Œ Casey’s General Stores $CASY β€” Director Maria Castanon Moats bought $166,398 per a new Form 4.
 
Small but notable purchase in a steady retail compounder.

Here’s The Hot Corner, with data from January 6, 2026:

πŸ“Œ Amdocs $DOX β€” Pzena Investment Management raised its stake from 5.84% to 11.30% in a 13G.
 
Deep-value manager doubling down in size in a stock attempting to complete a dot com base. 

πŸ“Œ Toll Brothers $TOL β€” Greenhaven Associates lifted ownership from 5.68% to 5.90% per a 13G.
 
Small, but notable position building in a high-end homebuilder.