11 names are moving together; 55% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SGI | Somnigroup International Inc. | Consumer Cyclical | +1.4% | Most structurally connected |
| NVST | Envista Holdings Corporation | Healthcare | +2.4% | Group member |
| SHAK | Shake Shack, Inc. | Consumer Cyclical | -0.2% | Group member |
| INTR | Inter & Co. Inc. | Financial Services | -1.1% | Group member |
| CHYM | Chime Financial, Inc. | Technology | +2.8% | Group member |
| BROS | Dutch Bros Inc. | Consumer Cyclical | -0.3% | Group member |
| CAVA | CAVA Group, Inc. | Consumer Cyclical | -0.5% | Group member |
| LGND | Ligand Pharmaceuticals Incorpor | Healthcare | -1.6% | Group member |
| WHR | Whirlpool Corporation | Consumer Cyclical | -0.1% | Group member |
| CAKE | The Cheesecake Factory Incorpor | Consumer Cyclical | -0.2% | Group member |
| DRI | Darden Restaurants, Inc. | Consumer Cyclical | +0.1% | Group member |
Cohort
11 namesParticipation
55% this sessionObserved history
1 daily buildsFiling coverage
10/11 membersrestructuring
“Auditing the Company’s accounting for its acquisition of Mattress Firm was complex primarily due to the significant estimation uncertainty involved in estimating the fair value of the trade name intangible asset and significant judgment regarding the recognition of the deferred tax liability for stock basis recapture stemming from Mattress Firm’s 2018 debt restructuring.”
SGI 10-K
credit / rates
“We had net repayments of $134.4 million on our credit facilities in 2026 as compared to net borrowings of $1,217.3 million in 2025, which was driven by the Mattress Firm Acquisition.”
SGI 10-Q
credit / rates affecting interest expense
“The decrease in interest expense, net, was primarily driven by lower interest rates on outstanding variable rate debt.”
SGI 10-Q
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.