Asset management, Energy Infrastructure, and Tim Moore

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.

📌 Ridgepost Capital $RPC — David M. McCoy purchased $515,900 via Form 4.
 
A meaningful insider buy in the asset management space, with capital being put to work as the group continues to face pressure and weak sentiment.

📌 NextDecade $NEXT — Pamela K.M. Beall purchased $505,505 via Form 4.
 
Notable insider buying in the energy infrastructure developer, as the stock builds out a massive SPAC-era base, setting up a potential longer-term inflection.

Here’s The Hot Corner, with data from March 25, 2026:

📌 Apartment Investment & Management $AIV — Newtyn Management increased its 13G stake from 6.38% to 8.10%.
 
Continued institutional accumulation in the residential REIT, with shares down roughly 50% this year, highlighting growing conviction at depressed levels.

📌 Rep. Tim Moore — Reported purchases for LGI Homes $LGIH  in the $125,000 - $250,000 range and  Cracker Barrel $CBRL and Harley-Davidson $HOG in the $15,000 - $50,000 range.