Mineral Royalties and Other Open-Market Insider Buys

Conviction: 64% · Horizon: 1Y · 2026-08-20

A mineral-royalty partnership is drawing CFO buying around an already attractive distribution stream

Dorchester Minerals CFO bought $147,075 of the royalty partnership on the open market. A finance chief adding units in a minerals-royalty vehicle is consistent with the view that cash distributions remain well supported by existing production and that the unit price still offers a favorable yield.

Instrument	Side	Target	Reason
DMLP	Long		The CFO’s $147,075 open-market purchase supports the case that the mineral-royalty partnership’s cash distributions remain attractive relative to the unit price.

Directors are buying a newly listed food-processing spinoff and a surgical-services operator

A Midera Food Processing director bought $491,045 and a Surgery Partners director added $143,500. Sizeable personal purchases at a recently separated food-processing company and at a surgical-hospital operator suggest insiders see more value in those cash-flow businesses than the market is paying.

Instrument	Side	Target	Reason
MFP	Long		We believe a $491,045 director purchase in a newly listed food-processing spinoff is a meaningful vote that the separated manufacturing assets are worth more as a standalone public company than the current price implies.
SGRY	Long		We believe a $143,500 open-market director purchase in Surgery Partners is a modest but constructive signal that surgical-facility cash flows are underappreciated at the current valuation.

Themes

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ECPG DK DVA THG PLOW JLL ADM Value Stocks With Improving Earnings Estimates 2026-08-25

NESR BE SANM NVDA PENN FIVE SNDR Growth Stocks With Rising Earnings Estimates 2026-08-25

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LQDT Liquidity Services Earnings Momentum 2026-08-25

OFG OFG Bancorp Earnings Momentum 2026-08-25

TGT Target Earnings Estimate Momentum 2026-08-25

GECC BHP CAPL GSBC LCUT KSS MNR High-Yield Income Stocks With Improving Earnings Expectations 2026-08-24

ZIM FHI NVST Value Stocks With Improving Earnings Outlooks 2026-08-24

SNDR NESR OSCR CNC TAL Growth Stocks With Improving Earnings Outlooks 2026-08-24

NESR National Energy Services Earnings Momentum Builds 2026-08-24

FHI Federated Hermes Earnings Estimates Rise 2026-08-24

NVT nVent Electric Profit Outlook Improves 2026-08-24

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