HLMN
Market read
HLMN accounts for 21.8% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
BLDR, EXP, LPX moved materially before HLMN. HLMN crossed its material path threshold at 14:45 ET, 85 minutes after the first measured mover.
4 of 18 members in Housing Construction are active. 0 of 3 disclosed connections are confirming.
Invalidation: The live read weakens if participation falls to 6 of 18 members or fewer.
Research brief
HLMN accounts for 21.8% of the group's measured movement across 8.2 effective names. all 12 measured members are falling in raw terms, but 8 of 12 SPY-adjusted paths align to the downside. Capital-flow agreement is 32%, so confirmation is not yet clean. No verified headline preceded the measured group move.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“18 | March 28, 2026 Form 10-Q Table of Contents Resharp Instafob Other accrued expenses Other non-current liabilities Other accrued expenses Other non-current liabilities Total Fair value as of December 27, 2025 $ 229 $ 4,071 $ 25 $ 33 $ 4,358 Fair value of c…”10-Q · Apr 28, 2026 ↗
“During the quarter, our business was impacted by macroeconomic influences like economic uncertainty and concerns over housing affordability resulting from the combined pressure of high home prices and elevated interest rates, both of which impact existing hom…”10-Q · Apr 28, 2026 ↗
“Robotics and Digital Solutions' cost of sales as a percentage of net sales decreased due to price increases and sales mix.”10-Q · Apr 28, 2026 ↗
“Canada's core performance was negatively impacted by mid-single digit volume declines partially offset by the favorable mid-single digit impact of foreign exchange.”10-Q · Apr 28, 2026 ↗
Valuation discipline
Price/sales 0.9× · EV/sales 1.3×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 09:30 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for HLMN. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
Jodie has not yet found a suitable current-versus-prior filing comparison for HLMN. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“For the year ended December 27, 2025, the largest two customers, Lowe's and Home Depot, accounted for 43.4 % of total revenues and 28.7 % of the year-end accounts receivable balance.”
“RELATED PARTY TRANSACTIONS 50 | December 27, 2025 Form 10-K Hillman, Jefferies Financial Group Inc., certain other financial sponsors, certain CCMP affiliated investors and certain Oak Hill affiliated investors entered into the Amended and Restated Registrati…”
“6 | December 27, 2025 Form 10-K Competition Our primary competitors in the national accounts marketplace for fasteners are Primesource Building Products, Inc., Midwest Fastener Corporation, Illinois Tool Works Inc., Spectrum Brands, and competition from direc…”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks 7 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
HLMN is currently a Participant in the organic co-movement group Housing Construction. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Context history
No durable theme membership has been observed for this name yet.