Resources Connection
RGP on Nasdaq. Market value $129m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
5 long-term investors we follow own it, unchanged from 5 last quarter. 135 funds in all.
- First Manhattan Co.First Manhattan partners
- Value
- $3m
- Share of fund
- <0.1%
- Royce & AssociatesChuck Royce
- Value
- $61,838
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| Brandes Investment PartnersCharles Brandes | $9m | <0.1% | Added |
| First Manhattan Co.First Manhattan partners | $3m | <0.1% | |
| Hotchkis & WileyHotchkis & Wiley team | $3m | <0.1% | Cut |
| GMOJeremy Grantham | $316,965 | <0.1% | Cut |
| Royce & AssociatesChuck Royce | $61,838 | <0.1% |
Largest holders overall
- Tieton Capital Management$12mAdded
- Brandes Investment Partners$9mAdded
- Circumference Group$6m
- Vanguard Capital Management$6mCut
- BlackRock$5mCut
- AQR Capital Management$4mAdded
- Charles Schwab Investment Management$3mCut
- First Manhattan Co.$3m
- SEI Investments$3mCut
- Hotchkis & Wiley$3mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
4 investors own more than 5%; 1 of them is pushing for change.
- Tieton Capital Management, LLCPassive investor8.2%+1.3 ptsSince 30 June 2025
- Poplar Point Capital Management LLCActivistat least 7.8%+1.0 pts(filed with 3 related holders)Since 25 March 2026
What they said
The purpose of the acquisition of Common Stock is for investment, and the acquisitions of Common Stock were made in the ordinary course of business. Given the Reporting Persons ownership percentage of the Issuer, the Reporting Persons' holding of Common Stock may have the…
Read the filing - Brandes Investment PartnersPassive investor5.4%Since 31 March 2026
- Dimensional Fund Advisors LPPassive investor5.0%Since 30 June 2025
- Royce & AssociatesPassive investorSold down below 5%Since 30 September 2025
- BlackRock, Inc.Passive investorSold down below 5%Since 30 June 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
- First Trust Portfolios L.P.Passive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
Tieton Capital Management, LLC Passive investor | 8.2%+1.3 pts | 30 June 2025 | |
Poplar Point Capital Management LLC Activist | at least 7.8%+1.0 pts (filed with 3 related holders) | 25 March 2026 | What they saidThe purpose of the acquisition of Common Stock is for investment, and the acquisitions of Common Stock were made in the ordinary course of business. Given the Reporting Persons ownership percentage of the Issuer, the Reporting Persons' holding of Common Stock may have the… Read the filing |
Brandes Investment Partners Passive investor | 5.4% | 31 March 2026 | |
Dimensional Fund Advisors LP Passive investor | 5.0% | 30 June 2025 | |
Royce & Associates Passive investor | Sold down below 5% | 30 September 2025 | |
BlackRock, Inc. Passive investor | Sold down below 5% | 30 June 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 | |
First Trust Portfolios L.P. Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 3 insiders bought $1m of shares on the open market. 1 sold $45,000.
- CG Core Value GP LLCDirectorBought
- Date
- 12 November 2025
- Shares
- 10,000
- Price
- $4.53
- Value
- $45,300
- FOX JEFFREY HDirectorBought
- Date
- 12 November 2025
- Shares
- 10,000
- Price
- $4.53
- Value
- $45,300
- CG Core Value GP LLCDirectorBought
- Date
- 11 November 2025
- Shares
- 90,000
- Price
- $4.52
- Value
- $406,800
- FOX JEFFREY HDirectorBought
- Date
- 11 November 2025
- Shares
- 90,000
- Price
- $4.52
- Value
- $406,800
- DUCHENE KATE WPresident & CEO, DirectorBought
- Date
- 15 October 2025
- Shares
- 23,015
- Price
- $4.36
- Value
- $100,345
- Cherbak AnthonyDirectorSold
- Date
- 10 October 2025
- Shares
- 10,000
- Price
- $4.50
- Value
- $45,000
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 12 November 2025 | CG Core Value GP LLC Director | Bought | 10,000 | $4.53 | $45,300 |
| 12 November 2025 | FOX JEFFREY H Director | Bought | 10,000 | $4.53 | $45,300 |
| 11 November 2025 | CG Core Value GP LLC Director | Bought | 90,000 | $4.52 | $406,800 |
| 11 November 2025 | FOX JEFFREY H Director | Bought | 90,000 | $4.52 | $406,800 |
| 15 October 2025 | DUCHENE KATE W President & CEO, Director | Bought | 23,015 | $4.36 | $100,345 |
| 10 October 2025 | Cherbak Anthony Director | Sold | 10,000 | $4.50 | $45,000 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.