On December 06, 2025, this newsletter featured 2 cluster buys and 5 insider purchases detected from SEC Form 4 filings.
📈 Daily Insider & Cluster Buy Highlights – December 06, 2025
Here are some of the most interesting insider and cluster buying signals from the last 7 days.
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.
📊 About Fair Value:
The Fair Value shown for each company is calculated using a Levered Discounted Cash Flow (DCF) model. This method estimates the intrinsic value of a stock by projecting future cash flows and discounting them back to present value, accounting for the company's debt structure. A positive percentage difference indicates the stock may be undervalued relative to this model, while a negative percentage suggests it may be overvalued. Fair value calculations are estimates and should be considered alongside other factors.
🔥 Notable Cluster Buys (≥ $500,000)
Participants: 2 insiders
Total Shares: 1,493,240
Total Value: $151,563,860
Timeframe: 0 days
Date Range: Dec 05, 2025 to Dec 05, 2025
👥 Participant Details:
KENNEDY LEWIS MANAGEMENT LP
None
Date: Dec 05, 2025
746,620 shares
$75,781,930
@ $101.50/share
Kennedy Lewis Investment Holdings II LLC
None
Date: Dec 05, 2025
746,620 shares
$75,781,930
@ $101.50/share
📉
Average P&L: 91.3% ($69,219,140 loss)
Analyst Coverage:
Analyst Rating: C
📰 Recent News (Last 7 Days):
Business Wire • Dec 02, 2025
ROCHESTER, N.Y.--(BUSINESS WIRE)--Kodak Completes Pension Reversion Process, Delivering Over $1 Billion to Strengthen Balance Sheet, Fully Fund New Benefit Plan, and Accelerate Growth.
Defense World • Nov 30, 2025
Kopin (NASDAQ: KOPN - Get Free Report) and Eastman Kodak (NYSE: KODK - Get Free Report) are both small-cap computer and technology companies, but which is the better investment? We will compare the tw...
Participants: 10 insiders
Total Shares: 185,900
Total Value: $1,859,000
Timeframe: 0 days
Date Range: Dec 03, 2025 to Dec 03, 2025
👥 Participant Details:
Healy Walter F
Director
Date: Dec 03, 2025
23,925 shares
$239,250
@ $10.00/share
Carstensen Paula M.
Director
Date: Dec 03, 2025
20,000 shares
$200,000
@ $10.00/share
Winningham Janet H.
Director
Date: Dec 03, 2025
20,000 shares
$200,000
@ $10.00/share
Rosenbaum Steven F.
Director
Date: Dec 03, 2025
30,000 shares
$300,000
@ $10.00/share
Opas David M.
Director
Date: Dec 03, 2025
10,000 shares
$100,000
@ $10.00/share
Vaccarello Anthony M.
Director
Date: Dec 03, 2025
10,000 shares
$100,000
@ $10.00/share
Gonsch Judith A.
Director
Date: Dec 03, 2025
30,000 shares
$300,000
@ $10.00/share
Breems Timothy S
Director
Date: Dec 03, 2025
15,000 shares
$150,000
@ $10.00/share
Wiemann Theodore C.
Director
Date: Dec 03, 2025
25,000 shares
$250,000
@ $10.00/share
Manfre Thomas S.
Officer
Date: Dec 03, 2025
1,975 shares
$19,750
@ $10.00/share
📈
Average P&L: 38.0% ($70,642 gain)
Analyst Coverage:
Analyst Rating: D+
💼 Notable Individual Insider Buys (≥ $100,000)
10% Owner
HYCROFT MINING HOLDING CORP ($HYMC)
Transaction Date: Dec 03, 2025
Shares: 2,340,824
Purchase Price: $10.30
Purchase Value: $24,110,487
📈
P&L: 11.2% ($2,691,947 gain)
Valuation Metrics:
P/E Ratio: -26.0
Analyst Coverage:
Analyst Rating: D+
📰 Recent News (Last 7 Days):
Business Wire • Dec 05, 2025
LEAWOOD, Kan.--(BUSINESS WIRE)---- $AMC--AMC Entertainment Holdings, Inc. (NYSE: AMC) (“AMC” or “the Company”), today announced that it has completed a transaction to transfer the majority of its equi...
Defense World • Dec 03, 2025
Blackstone Minerals (OTCMKTS:BLSTF - Get Free Report) and Hycroft Mining (NASDAQ: HYMC - Get Free Report) are both small-cap basic materials companies, but which is the better stock? We will contrast ...
Coliseum Capital Management, LLCView Chart
N/A
UNIVERSAL TECHNICAL INSTITUTE INC ($UTI)
Transaction Date: Dec 03, 2025
Shares: 143,673
Purchase Price: $24.52
Purchase Value: $3,522,862
📈
P&L: 4.0% ($140,800 gain)
Valuation Metrics:
Fair Value: $3.06 (88.0% overvalued vs current price)
P/E Ratio: 22.6
Analyst Coverage:
Analyst Rating: B
Avg Price Target: $17.00 (-33.3% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 05, 2025
Guru Stock PicksJana Partners has made the following transactions:Reduce in MRCY by 16.66%Add in THS by 0.13%Stock News Netflix wins WBD studio deal: Netflix (N
GuruFocus • Dec 05, 2025
Stock News EU issues first DSA penalty to X: The European Commission fined X â¬120 million for deceptive blue-check design and ad/research transparency failure
Defense World • Dec 05, 2025
CW Advisors LLC acquired a new stake in Universal Technical Institute Inc (NYSE: UTI) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commiss...
GuruFocus • Dec 04, 2025
Stock News WBD sale draws scrutiny as Netflix leads: Warner Bros. Discovery (WBD) received second-round offers with Netflix (NFLX) reportedly the leading bidder
GuruFocus • Dec 04, 2025
Stock News Insurers under pressure, prior auth pledges stall: UnitedHealth Group (UNH) and peers Cigna (CI), Humana (HUM), CVS Health (CVS) and Elevance Health
PRNewsWire • Dec 02, 2025
Mr. Grant urged passage of Veterans Education and Technology Skills (VETS) Opportunity Act. WASHINGTON , Dec. 2, 2025 /PRNewswire/ -- Universal Technical Institute, Inc. CEO Jerome Grant today deliver...
PRNewsWire • Dec 02, 2025
IONIQ 5 SUVs to be used in programs nationwide. PHOENIX , Dec. 2, 2025 /PRNewswire/ -- Universal Technical Institute (UTI), the transportation, skilled trades, electrical and energy education divisi...
Director
CPI Card Group Inc ($PMTS)
Transaction Date: Dec 04, 2025
Shares: 200,000
Purchase Price: $13.51
Purchase Value: $2,702,000
📈
P&L: 17.1% ($462,000 gain)
Valuation Metrics:
Fair Value: $13.90 (12.1% overvalued vs current price)
P/E Ratio: 13.2 (below Credit Services avg of 18.1)
Analyst Coverage:
Analyst Rating: B-
Avg Price Target: $28.33 (+79.1% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 05, 2025
Guru Stock PicksJana Partners has made the following transactions:Reduce in MRCY by 16.66%Add in THS by 0.13%Stock News Netflix wins WBD studio deal: Netflix (N
Business Wire • Dec 05, 2025
LITTLETON, Colo.--(BUSINESS WIRE)--CPI Card Group Inc. Announces Investments by its Chairman and Tricor Pacific Capital.
N/A
Butterfly Network, Inc ($BFLY)
Transaction Date: Dec 03, 2025
Shares: 821,648
Purchase Price: $2.96
Purchase Value: $2,433,639
📈
P&L: 3.3% ($80,604 gain)
Valuation Metrics:
P/E Ratio: -9.3 (negative - Medical Devices avg: 38.1)
Analyst Coverage:
Analyst Rating: C
Avg Price Target: $3.50 (+14.4% vs current)
Hanwha Aerospace Co., Ltd.View Chart
N/A
NextDecade Corp ($NEXT)
Transaction Date: Dec 03, 2025
Shares: 241,946
Purchase Price: $6.04
Purchase Value: $1,460,701
📈
P&L: 1.9% ($27,267 gain)
Valuation Metrics:
P/E Ratio: -6.1 (negative - Oil & Gas Equipment & Services avg: 15.0)
Analyst Coverage:
Analyst Rating: D+
Avg Price Target: $7.63 (+24.1% vs current)
📰 Recent News (Last 7 Days):
GuruFocus • Dec 03, 2025
Stock News Trump resets fuel economy rules: The administration moved to roll back Biden-era CAFE standards, targeting roughly 34 mpg by 2031; automakers includi
GuruFocus • Dec 03, 2025
Stock News Airbus cuts delivery goal, keeps profit view: Airbus (EPA: AIR) lowered its 2025 delivery target to âaround 790â jets after finding A320 fuselage
⚠️ For information purposes only.
This information is provided for informational purposes only and does not constitute investment advice, financial advice, trading advice, or any other type of advice. All investments carry risk, including the potential loss of principal. Past performance is not indicative of future results. You should consult with a qualified financial advisor, accountant, or other professional before making any investment decisions. The information contained in this newsletter is not intended to be a substitute for professional financial advice.