Trend Signal Now: The Hot Corner: Impactive Capital Reports a $50.9 Million $VAC Purchase

Monday, June 23, 2025

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:

📌 Marriott Vacations $VAC – Impactive Capital just filed a Form 4 for a $50.87 million purchase.

That's activist-sized capital from a known activist shop. They're not kicking tires – this is a serious stake in a name that's been drifting lower for years.

📌 Lionsgate Studios $LION – Former Treasury Secretary Steven Mnuchin stepped in with a $5.27 million buy.

Big name, big check, newly spun SPAC: We'll keep an eye on this one.

Here's The Hot Corner, with data from June 20, 2025:

Click the table to enlarge it.

📌 Altice USA $ATUS – Millennium Management just jumped their stake from 1.19% to 5.10% via a fresh 13G.

That's a massive scale-in. When a fund like Millennium crosses the 5% line, it's not by accident. It's usually a sign portfolio managers believe the stock is undervalued.

📌 Lightbridge Corp $LTBR – Millennium Management increased its stake from 0.78% to 5.00%.

This is a tiny, nearly unheard of, name in the nuclear/clean tech corner, and a big hedge fund is planting its flag. Keep it on the radar as it attempts to reverse its trend.

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Alfonso Depablos | Senior Analyst, All Star Charts

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