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.
📌 Alumis $ALMS — Foresite Capital Fund V, L.P. disclosed a $24.0M purchase per a new Form 4.
Large-cap biotech sponsor leaning in with size as price extends to fresh all-time highs following a decisive breakout. Momentum remains firmly in control.
📌 Intrepid Potash $IPI — Gate City Capital increased its 13D stake from 5.20% to 6.83%.
Value-oriented capital pressing the position in a fertilizer name as the ag complex shows early signs of bottoming and relative stabilization.
Here’s The Hot Corner, with data from January 13, 2026:
📌 Lennar $LEN — GAMCO Investors filed a new 13D reporting an initial 5.49% stake.
Gabelli’s shop stepping into a mega-cap homebuilder is notable as the housing group defends a key long-term support zone.
📌 Congressional Purchases — Rep. Gil Cisneros — Disclosed two buys: Campbell’s $CPB for $50,000 to $100,000, and UnitedHealth $UNH for $15,000 to $50,000.
A defensive allocation split between staples and managed care, with heavier sizing skewed toward the lower-volatility CPB.
