14 names are moving together; 57% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CCS | Century Communities, Inc. | Real Estate | -1.2% | Group member |
| WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | -1.7% | 1/9 observed active sessions |
| MLKN | MillerKnoll, Inc. | Consumer Cyclical | +0.8% | Group member |
| RHP | Ryman Hospitality Properties, I | Real Estate | -1.1% | Group member |
| KBH | KB Home | Consumer Cyclical | -2.6% | Group member |
| LGIH | LGI Homes, Inc. | Consumer Cyclical | -2.7% | Group member |
| MTH | Meritage Homes Corporation | Consumer Cyclical | -2.2% | Group member |
| GRBK | Green Brick Partners, Inc. | Consumer Cyclical | -2.2% | Group member |
| URBN | Urban Outfitters, Inc. | Consumer Cyclical | +1.5% | Group member |
| HOV | Hovnanian Enterprises, Inc. | Consumer Cyclical | -1.9% | Most structurally connected |
| MHO | M/I Homes, Inc. | Consumer Cyclical | -0.7% | 1/9 observed active sessions |
| HNI | HNI Corporation | Consumer Cyclical | -0.6% | Group member |
| APOG | Apogee Enterprises, Inc. | Industrials | +0.1% | Group member |
| SMA | SmartStop Self Storage REIT, In | Real Estate | +0.5% | 1/9 observed active sessions |
Cohort
14 namesParticipation
57% this sessionObserved history
18 daily buildsFiling coverage
14/14 memberscredit / rates
“Under the terms of our indebtedness under our indentures and senior secured revolving credit facility, we have the ability, subject to our debt and liens covenants, to incur additional amounts of debt, including secured debt.”
HOV 10-K
demand / volume affecting orders
“Backlog Backlog is defined as the dollar amount of signed contracts or firm orders, generally as a result of a competitive bidding process, which is expected to be recognized as revenue.”
APOG 10-Q
demand / volume affecting revenue
“The increase for the three and six months ended is primarily due to our current strategy of using increased incentives to drive sales pace, although the incentives needed decreased this quarter from the first quarter of fiscal 2026. ● Net domestic contracts per active selling community increased slightly to 11.3 and 21.2 for the three and six months ended April 30, 2026 , respectively, compared to 11.2 and 20.8 in the same periods of the prior year. ● Domestic contract backlog decreased from 1,711 homes at April 30, 2025 to 1,613 homes at April 30, 2026 , and the dollar value of domestic contract backlog decreased to $ 938.4 million, a 5.0 % decrease in dollar value compared to the prior year, as our domestic backlog conversion ratio has increased from the prior year period due to increased sales of QMI homes that were both sold and delivered within the quarter.”
HOV 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GRBKtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
LGIHtext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.
WHcustomer · Not moving with the group now
Filing receipt · TNL / WH
“The Wyndham Hotels loyalty program, Wyndham Rewards, had approximately 121 million enrolled members as of September 30, 2025, many of whom fit our target new-customer de…”
WH · customer
GRBKtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
GRBKtext peer · Not moving with the group now
No filing excerpt is available for this relationship.