Windacre Partnership Reports a $3.56 Million $PRM Purchase

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.

Here's what stood out today:

📌 Perimeter Solutions $PRM – Windacre Partnership filed a Form 4 for $3.56 million.

They’re known for concentrated bets, and this is a solid size for a specialty chemicals stock completing a multi-year base.

When Windacre shows up, it’s rarely passive.

📌 Gamestop $GME – Director James Grube filed a Form 4 for $132,000.

Not giant, but Gamestop is never boring.

Insider buying at these levels is notable, especially as the meme-fueled volatility calms down.

Here’s The Hot Corner, with data from July 1, 2025:

Click the table to enlarge it.

📌 Casey’s General Stores $CASY – Director Mike Spanos picked up $101,000 in stock.

Steady, boring retail name that just keeps compounding. Always nice to see the board putting skin in the game.

📌 Turning Point Brands $TPB – Divisadero Street Capital Management filed a 13G, raising their stake from 1.85% to 5.30%.

This transaction caught our attention as TPB continues to coil near its all-time high.