ValueAct Raises Its $RKT Stake to 8.90%

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:

📌 Rocket Companies $RKT – VA Partners I, LLC lifted its 13D stake from 7.73% to 8.90%.

That’s real size in a name that's been left for dead by most of the Street. Activist positioning is getting even more aggressive in mortgage finance.

📌 Cogent Biosciences $COGT – James Flynn filed an initial 13G at 6.49%.

James Flynn buying into a biotech name is one of the strongest “smart money” signals you can get in the space.

Here’s The Hot Corner, with data from July 11, 2025:

Click the table to enlarge it.

📌 Orion S.A. $OEC – Pzena also boosted its 13G stake from 5.88% to 8.10%.

Classic value-shop move in specialty chemicals. This bump comes as shares have halved over the past year.

📌 CoStar Group $CSGP – Rep. Gil Cisneros disclosed a $15,000-to-$50,000 buy.

When a sitting Congressman is buying real estate data names as rates chop around, it's worth a flag. The political class isn't ignoring this secular growth story.