Active · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Industrial Metals & Machinery

THE TRADER READShared activity without a clean directional read

Price direction is split across 14 measured members. Capital-flow agreement is 18%, so the basket is not yet clean.

Price breadth11 up · 2 downRelative median unavailable

Capital-flow alignment18%Price breadth is not yet confirmed by flow

Activity nowHotActivity score 88/100 · lift 1.3×

Evidence depth2 episodesLow sample—context, not a validated playbook

EVIDENCE CLOCK

What happened, in timestamp order

0 timed events

TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

SUN, APR 26CTOS filing documented shared operating contextdemand / volume affecting revenue · date precision only

MON, MAY 4APTV filing documented shared operating contextdemand / volume affecting revenue · date precision only

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations

Price sequence unavailableA timestamped price sequence is unavailable.

RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast

WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

23/23 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ATKR, DAN, DCH, GNTX, HRI, MBUU, MWA, NOVT, NX, PHIN, RYZ, THRM, VC, WS, WSC, WTS.

demand / volume affecting revenue

“Our volumes increased 2% for the three months ended March 31, 2026, which primarily reflects volume growth in North America and Asia Pacific, partially offset by volume declines in Europe, compared to decreased global automotive production of 3% (down 2% on an Aptiv weighted market basis, which represents global vehicle production weighted to the geographic regions in which the Company generates its revenue, “AWM”).”
APTV 10-Q · 2026-05-05

restructuring affecting expense

“The Company does no t expect to incur additional material severance expenses in fiscal 2026 or beyond due to these announced plans.”
WS 10-Q · 2026-04-09

restructuring

“Impairment of assets in the third quarter of fiscal 2026 was due to a pre-tax impairment charge of $1.5 million related to internal-use software module assets that were determined to have no value and written down to zero.”
WS 10-Q · 2026-04-09

CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

BWANot confirming

DAN · text peer

VGNTNot confirming

VC · text peer

AGYSNot confirming

GRC · text peer

LCIINot confirming

PII · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately

WSPIIRGRCRYZVCMWANOVTLEAWSCHRIMBUUFELECTOSATKRGNTXAPTVDCHTHRMDANPHINNXWTS

16/23 active12 rising · 2 falling

MemberUnusual activityToday's moveRead now

WSWorthington Steel, Inc.

Most unusual · 100/100

—

Active; unclassifiedActive in 37.5% of observed group sessions

PIIPolaris Inc.

Elevated · 19/100

+0.0%

Active; unclassifiedActive in 12.5% of observed group sessions

RRyder System, Inc.

Participating · 16/100

+0.4%

Flow confirmerActive in 75% of observed group sessions

GRCGorman-Rupp Company (The)

Participating · 14/100

—

Active; unclassifiedActive in 25% of observed group sessions

RYZRyerson Holding Corporation

Participating · 14/100

—

Active; unclassifiedActive in 50% of observed group sessions

VCVisteon Corporation Common Stock

Participating · 13/100

+0.7%

Flow divergenceActive in 12.5% of observed group sessions

MWAMUELLER WATER PRODUCTS

Participating · 12/100

-0.7%

Active; unclassifiedActive in 0% of observed group sessions

NOVTNovanta Inc.

Participating · 12/100

-0.1%

Active; unclassifiedActive in 0% of observed group sessions

LEALear Corporation

Participating · 12/100

+2.4%

Active; unclassifiedActive in 25% of observed group sessions

WSCWillScot Holdings Corporation

Participating · 11/100

+0.6%

Active; unclassifiedActive in 0% of observed group sessions

HRIHerc Holdings Inc.

Participating · 10/100

+0.3%

Active; unclassifiedActive in 12.5% of observed group sessions

MBUUMalibu Boats, Inc.

Participating · 9/100

—

Active; unclassifiedActive in 12.5% of observed group sessions

FELEFranklin Electric Co., Inc.

Participating · 9/100

+0.1%

Active; unclassifiedActive in 25% of observed group sessions

CTOSCustom Truck One Source, Inc.

Participating · 9/100

—

Active; unclassifiedActive in 12.5% of observed group sessions

ATKRAtkore Inc.

Participating · 9/100

—

Flow divergenceActive in 12.5% of observed group sessions

GNTXGentex Corporation

Participating · 8/100

+0.2%

Flow divergenceActive in 12.5% of observed group sessions

APTVAptiv PLC

Quiet · 7/100

+2.6%

Watch / laggardActive in 0% of observed group sessions

DCHDauch Corporation

Quiet · 6/100

—

Watch / laggardActive in 0% of observed group sessions

THRMGentherm Inc

Quiet · 6/100

—

Watch / laggardActive in 37.5% of observed group sessions

DANDana Incorporated

Quiet · 6/100

+3.2%

Watch / laggardActive in 0% of observed group sessions

PHINPHINIA Inc.

Quiet · 5/100

+1.8%

Watch / laggardActive in 50% of observed group sessions

NXQuanex Building Products Corpor

Quiet · 5/100

—

Watch / laggardActive in 0% of observed group sessions

WTSWatts Water Technologies, Inc.

Quiet · 4/100

+1.6%

Watch / laggardActive in 0% of observed group sessions

View exact member values

TICKER	Company	Role now	Today	Observed history	Trader interpretation
WS	Worthington Steel, Inc.	Most unusual	—	37.5% of 8 sessions	Most unusual activity in this snapshot; performance direction may differ.
PII	Polaris Inc.	Participating	+0.0%	12.5% of 8 sessions	Price participation is not yet confirmed by per-name flow.
R	Ryder System, Inc.	Participating	+0.4%	75% of 8 sessions	Price participation with accumulating signed flow.
GRC	Gorman-Rupp Company (The)	Participating	—	25% of 8 sessions	Price participation is not yet confirmed by per-name flow.
RYZ	Ryerson Holding Corporation	Participating	—	50% of 8 sessions	Price participation is not yet confirmed by per-name flow.
VC	Visteon Corporation Common Stock	Participating	+0.7%	12.5% of 8 sessions	Price participation with distributing signed flow.
MWA	MUELLER WATER PRODUCTS	Participating	-0.7%	0% of 8 sessions	Price participation is not yet confirmed by per-name flow.
NOVT	Novanta Inc.	Participating	-0.1%	0% of 8 sessions	Price participation is not yet confirmed by per-name flow.
LEA	Lear Corporation	Participating	+2.4%	25% of 8 sessions	Price participation is not yet confirmed by per-name flow.
WSC	WillScot Holdings Corporation	Participating	+0.6%	0% of 8 sessions	Price participation is not yet confirmed by per-name flow.
HRI	Herc Holdings Inc.	Participating	+0.3%	12.5% of 8 sessions	Price participation is not yet confirmed by per-name flow.
MBUU	Malibu Boats, Inc.	Participating	—	12.5% of 8 sessions	Price participation is not yet confirmed by per-name flow.
FELE	Franklin Electric Co., Inc.	Participating	+0.1%	25% of 8 sessions	Price participation is not yet confirmed by per-name flow.
CTOS	Custom Truck One Source, Inc.	Participating	—	12.5% of 8 sessions	Price participation is not yet confirmed by per-name flow.
ATKR	Atkore Inc.	Participating	—	12.5% of 8 sessions	Price participation with distributing signed flow.
GNTX	Gentex Corporation	Participating	+0.2%	12.5% of 8 sessions	Price participation with distributing signed flow.
APTV	Aptiv PLC	Quiet / lagging	+2.6%	0% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
DCH	Dauch Corporation	Quiet / lagging	—	0% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
THRM	Gentherm Inc	Quiet / lagging	—	37.5% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
DAN	Dana Incorporated	Quiet / lagging	+3.2%	0% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
PHIN	PHINIA Inc.	Quiet / lagging	+1.8%	50% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
NX	Quanex Building Products Corpor	Quiet / lagging	—	0% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.
WTS	Watts Water Technologies, Inc.	Quiet / lagging	+1.6%	0% of 8 sessions	Not participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome

POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Low structural sample

Only 2 completed episodes across 8 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support10 daysHow often the cohort identity was observed

Completed episodes2Separate periods of broad group activity

Active sessions8Completed session observations, not trades

2026-07-07 → 2026-07-104 active sessions7.7% composition consistency through the episode

2026-06-26 → 2026-07-024 active sessionsNo name was active through every recorded session

MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS

R75% · 2 episodes

PHIN50% · 2 episodes

RYZ50% · 2 episodes

THRM37.5% · 2 episodes

WS37.5% · 2 episodes

FELE25% · 1 episode

GRC25% · 1 episode

LEA25% · 2 episodes

ATKR12.5% · 1 episode

CTOS12.5% · 1 episode

GNTX12.5% · 1 episode

HRI12.5% · 1 episode

MBUU12.5% · 1 episode

PII12.5% · 1 episode

VC12.5% · 1 episode

APTV0% · 0 episodes

DAN0% · 0 episodes

DCH0% · 0 episodes

MWA0% · 0 episodes

NOVT0% · 0 episodes

NX0% · 0 episodes

WSC0% · 0 episodes

WTS0% · 0 episodes