Poplar Point Capital Reports a 6.8% $RGP Stake

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.

📌 Resources Connection $RGP – Poplar Point Capital Management filed a new 6.8% 13D stake.

The Boston-based hedge fund, led by Andrew Midler, specializes in deep-value and special-situation investments. 

They tend to take concentrated positions in underfollowed mid-caps, often pushing for capital discipline or buybacks.

Here’s The Hot Corner, with data from October 23, 2025:

Click the table to enlarge it.

📌 Union Pacific $UNP – Rep. Scott Franklin disclosed holdings of $52,000 to $130,00 in the railroad.

The Florida congressman, a former Marine and insurance executive, has consistently favored industrial and transportation names. This rail exposure adds to that pattern.

📌 Seagate Technology $STX – Rep. Lisa McClain reported owning $15,000 to $50,000 in the data-storage outfit..

The Michigan representative’s portfolio remains tilted toward tech and semis, aligning with her prior purchases in firms like NVIDIA and Palantir.