25 names are moving together; 4% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| LEG | Leggett & Platt, Incorporated | Consumer Cyclical | +1.1% | Group member |
| WWW | Wolverine World Wide, Inc. | Consumer Cyclical | -1.9% | 1/9 observed active sessions |
| SVV | Savers Value Village, Inc. | Consumer Cyclical | +0.1% | 3/9 observed active sessions |
| WGO | Winnebago Industries, Inc. | Consumer Cyclical | -1.9% | Group member |
| GIII | G-III Apparel Group, LTD. | Consumer Cyclical | -0.8% | 1/9 observed active sessions |
| FOXF | Fox Factory Holding Corp. | Consumer Cyclical | +0.3% | 1/9 observed active sessions |
| WINA | Winmark Corporation | Consumer Cyclical | -2.2% | Group member |
| BH-A | Biglari Holdings Inc. | Consumer Cyclical | -0.4% | 2/9 observed active sessions |
| BH | Biglari Holdings Inc. | Consumer Cyclical | -1.7% | Group member |
| ETD | Ethan Allen Interiors Inc. | Consumer Cyclical | +0.5% | Group member |
| MBC | MasterBrand, Inc. | Consumer Cyclical | +1.0% | Group member |
| DECK | Deckers Outdoor Corporation | Consumer Cyclical | -1.1% | Group member |
| COLM | Columbia Sportswear Company | Consumer Cyclical | -1.5% | 4/9 observed active sessions |
| URBN | Urban Outfitters, Inc. | Consumer Cyclical | +0.5% | Most structurally connected |
| WSM | Williams-Sonoma, Inc. | Consumer Cyclical | +1.9% | 2/9 observed active sessions |
| FTDR | frontdoor, inc. | Consumer Cyclical | -0.5% | Group member |
| VFC | V.F. Corporation | Consumer Cyclical | -1.2% | Group member |
| ANF | Abercrombie & Fitch Company | Consumer Cyclical | +1.4% | 1/9 observed active sessions |
| GAP | Gap, Inc. (The) | Consumer Cyclical | +1.6% | Group member |
| KTB | Kontoor Brands, Inc. | Consumer Cyclical | -1.1% | 1/9 observed active sessions |
| DKS | Dick's Sporting Goods Inc | Consumer Cyclical | -2.1% | 1/9 observed active sessions |
| BYD | Boyd Gaming Corporation | Consumer Cyclical | +0.4% | 3/9 observed active sessions |
| UA | Under Armour, Inc. | Consumer Cyclical | -2.1% | Group member |
| UAA | Under Armour, Inc. | Consumer Cyclical | -2.1% | Group member |
Cohort
25 namesParticipation
4% this sessionObserved history
13 daily buildsFiling coverage
25/25 memberscredit / rates affecting interest expense
“First Quarter 2026 2025 Interest expense on note payable and other borrowings $ (5,651) $ (900) Tax benefit (1,370) (207) Interest expense net of tax $ (4,281) $ (693) The increase in interest expense is due to interest on Steak n Shake’s note payable obtained on September 30, 2025.”
BH 10-Q
restructuring
“If an asset group displays an indicator of impairment, it is tested for recoverability by comparing the sum of the estimated future undiscounted cash flows attributable to the asset group to the carrying amount of the asset group.”
ANF 10-K
restructuring affecting expense
“The $15.4 mill ion of other operating items, net in 2025, was primarily driven by severance with the closure of our Sam's Town Tunica property, weather-related expenses and miscellaneous non-recurring operating charges.”
BYD 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GIIIcustomer · Moving with the group now · 115 min observed
Filing receipt · AMZN / GIII
“In addition, we sell to leading online retail partners such as Amazon, Fanatics, Zalando and Zappos.”
GIII · customer
FOXFcustomer · Moving with the group now · 115 min observed
Filing receipt · F / FOXF
“In 2025, 2024, and 2023, our sales to Ford, a powered vehicles OEM, accounted for approximately 12%, 15%, and 13%, of total net sales, respectively.”
FOXF · customer
GIIIpartner · Moving with the group now · 115 min observed
Filing receipt · LEVI / GIII
“We have an extensive portfolio of well-known licensed brands, including Calvin Klein, Tommy Hilfiger, Nautica, Halston, Levi’s, Kenneth Cole, Cole Haan, Vince Camuto, Do…”
GIII · partner
COLMtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.
KTBcustomer · Not moving with the group now
Filing receipt · TGT / KTB
“Our mass merchant customers include national retailers such as Target and Walmart, as well as various regional retail partners.”
KTB · customer