GameStop Investor Vladimir Galkin Reports a $9.14 Million $NEGG Buy

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:

📌 Newegg $NEGG – Vladimir Galkin just filed a Form 4 showing $9.14 million in open-market buys – a monster insider purchase in a hyper-volatile e-commerce name. 

When someone puts $9 million of real skin in the game, you can’t ignore it.

Galkin’s a Miami-based investor who made his fortune in GameStop $GME and now runs as a serious activist. He’s JetBlue’s $JBLU third-largest shareholder. Known for big, concentrated bets, this move is a clear statement.

📌 Dollar Tree $DLTR – Mantle Ridge LP bumped its 13D stake from 5.63% to 6.50%.

Activist funds don’t add like this for no reason. Mantle Ridge is quietly increasing leverage to influence the turnaround in a discount retail giant.

Here’s The Hot Corner, with data from July 15, 2025:

Click the table to enlarge it.

📌 Arcos Dorados $ARCO – Pzena Investment Management filed an initial 13G disclosing a 5.00% stake.

First-time position in Latin America’s largest McDonald’s operator. Value money getting exposure to emerging market consumer growth as shares look to complete a massive, multi-year top. 

📌 IBM $IBM – Rep. Jonathan Jackson disclosed a $15,000-to-$50,000 buy.

Congressional buying in a tech legacy name that’s been quietly re-rating on AI and cloud. Worth flagging when lawmakers are nibbling here.