Themes / Group
Fading · newly observed relationshipLatest completed snapshot · Aug 11 · 16:55 ET

MARKET-DISCOVERED GROUP

Auto Dealership Tilt

THE TRADER READShared activity without a clean directional read

Price direction is split across 8 measured members. Capital-flow confirmation is unavailable.

Price breadth4 up · 4 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowLow_pressureActivity score 21/100
Evidence depth0 support daysLow 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

THU, JUL 30ABG filing documented shared operating contextcredit / rates affecting interest expense · date precision only

THU, JUL 30AN filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

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

8/8 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across GRMN, PAG.

credit / rates affecting interest expense

Floor Plan Interest Expense— Floor plan interest expense increased by $3.5 million (19%) to $21.6 million during the three months ended June 30, 2026 as compared to $18.1 million for the three months ended June 30, 2025, as a result of higher non-manufacturer floor plan balances in 2026 due to the Herb Chambers acquisition, partially offset by lower non-manufacturer floor plan balances due to store divestitures in 2025 and February 2026.

ABG 10-Q · 2026-07-31
demand / volume affecting revenue

The second quarter of 2026 saw a sluggish start to new vehicle sales due to climbing gas prices; however, demand rebounded as consumers returned to the market likely boosted by lowering gas prices, manufacturer incentives and strength in the equity markets in the second quarter of 2026 despite the broader economic uncertainty.

ABG 10-Q · 2026-07-31
restructuring

As a result of our annual franchise rights impairment tests as of October 1, 2025, we identified several dealerships with franchise rights carrying values that exceeded their fair values due to the underperformance of certain stores.

ABG 10-K · 2026-02-20
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
GEHCUVXYPositive historical lead/lag · strength 0.18
GEHCSLVInverse historical lead/lag · strength -0.13

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

No high-confidence filing-linked outsiders are available for this group yet.

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
ABGSAHANGRMNPAGGEHCLADAVTR

4/8 active4 rising · 4 falling

MemberUnusual activityToday's moveRead now
ABGAsbury Automotive Group, Inc.
Most unusual · 100/100
-1.5%
Active; unclassifiedHistorical role unavailable
SAHSonic Automotive, Inc.
Elevated · 75/100
+0.9%
Active; unclassifiedHistorical role unavailable
ANAutoNation, Inc.
Elevated · 65/100
+0.2%
Active; unclassifiedHistorical role unavailable
GRMNGarmin Ltd.
Quiet · 60/100
-1.1%
Watch / laggardHistorical role unavailable
PAGPenske Automotive Group, Inc.
Quiet · 41/100
+0.1%
Watch / laggardHistorical role unavailable
GEHCGE HealthCare Technologies Inc.
Elevated · 34/100
-0.3%
Active; unclassifiedHistorical role unavailable
LADLithia Motors, Inc.
Elevated · 31/100
-0.5%
Active; unclassifiedHistorical role unavailable
AVTRAvantor, Inc.
Quiet · 30/100
+0.3%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
ABGAsbury Automotive Group, Inc.Most unusual-1.5%Most unusual activity in this snapshot; performance direction may differ.
SAHSonic Automotive, Inc.Participating+0.9%Price participation is not yet confirmed by per-name flow.
ANAutoNation, Inc.Participating+0.2%Price participation is not yet confirmed by per-name flow.
GRMNGarmin Ltd.Quiet / lagging-1.1%Not participating yet; a breadth test or a genuine divergence.
PAGPenske Automotive Group, Inc.Quiet / lagging+0.1%Not participating yet; a breadth test or a genuine divergence.
GEHCGE HealthCare Technologies Inc.Participating-0.3%Price participation is not yet confirmed by per-name flow.
LADLithia Motors, Inc.Participating-0.5%Price participation is not yet confirmed by per-name flow.
AVTRAvantor, Inc.Quiet / lagging+0.3%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.

No point-in-time live observations have completed yet.
Low structural sample

Only 0 completed episodes across 0 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 support0 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades

Historical cohort observations are not available yet.