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Fairmount Funds Reports a $6 Million $ZBIO 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.

📌 Zenas Biopharma $ZBIO – Fairmount Funds Management LLC filed a Form 4 for $6,008,161.

This is a sizable insider buy from a healthcare-focused fund that’s been active in emerging biotech.

That kind of conviction stands out in a beaten-down corner of the market.

📌 Core Scientific $CORZ – Two Seas Capital LP raised its 13D from 1.74% to 6.50%.

The Miami-based hedge fund, known for opportunistic event-driven plays, continues adding aggressively to the AI-infrastructure and crypto-mining hybrid.

Here’s The Hot Corner, with data from October 9, 2025:

Click the table to enlarge it.

📌 Conagra Brands $CAG – Director Thomas Brown filed a $187,200 Form 4 buy.

It’s a small but steady insider nibble at a packaged-foods heavyweight that’s been locked in a downtrend for two years. 

📌 Agree Realty $ADC – Director John Rakolta Jr. purchased roughly $1.8 million worth of stock.

This is one of the largest insider buys we’ve seen this quarter in the REIT space.

 

The recording and the chartbook for the October 6 Weekly Strategy Session are now available for Hot Corner Insiders.

Stay tuned. We'll be back Monday with more insider activity.

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