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Value Retail, Semiconductors, & Miners

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.

📌 Ollie’s Bargain Outlet Holdings, Inc. $OLLI — Wasatch Advisors LP increased its stake from 4.90% to 7.20% via 13G.

Big step up after the stock’s been cut in half over the past year. 

📌 Navitas Semiconductor Corp. $NVTS — Jane Street Group, LLC filed an original 13G at 5.30%.

Quant giant stepping in with an original filing in the small-cap semiconductor after it’s already been cut by two thirds. 

Here’s The Hot Corner, with data from July 16, 2026:

📌 Collective Mining Ltd. $CNL — Jupiter Asset Management Ltd. increased its stake from 7.15% to 9.97% via 13G.

Notable increase in the high beta miner/explorer in the middle of a corrective wave for the precious metals complex.