Themes / Group
Fading · newly observed relationshipLatest completed snapshot · Sep 11 · 11:20 ET

MARKET-DISCOVERED GROUP

Homebuilding & Building Products

THE TRADER READShared activity without a clean directional read

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth21 up · 1 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowBuilding_pressureActivity score 32/100
Evidence depth0 support daysLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

1 timed event
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

WED, JUL 29BLDR filing documented shared operating contextcredit / rates affecting interest expense · date precision only

TUE, AUG 4BC 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 THIS GROUP EXISTS

Shared filing context

41/41 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BC, BLDR, CNM, CVCO, DD, FBIN, FSS, GFF, GNTX, HNI, IBP, KBH, LEN, MHK, MHO, MTH, NVR, OC, PNR, RH, RKT, SGI, SN, SSD, SWK, TOL, WHR, WMS.

credit / rates affecting interest expense

“N et interest expense decreased for the three and six months ended July 4, 2026 when compared with the same prior year period due to lower average debt outstanding resulting from debt repayments.”

BC 10-Q · 2026-08-05
restructuring affecting expense

“During adverse market conditions, we may have substantially higher inventory carrying costs, may have to write down our inventory as a result of impairment and/or may have to sell land or homes at a loss.”

GRBK 10-K · 2026-02-25
credit / rates

“The cash outflows were primarily related to share repurchases of $60.7 million and repayments of our senior unsecured notes of $37.5 million, partially offset by net borrowings from our lines of credit of $39.6 million.”

GRBK 10-Q · 2025-10-29
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
PHM → HYGInverse historical lead/lag · strength -0.25
PHM → UVXYPositive historical lead/lag · strength 0.23

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
HNISSDBCWSMPHMSGITOLSKYGRBKQXOIBPBLDRCVCOMHKFNDTREXDHIWMSMTHRKTNVRSWKLENJHX

24/41 active22 rising · 2 falling

MemberUnusual activityToday's moveRead now
HNIHNI Corporation
Elevated · 83/100
+1.2%
Active; unclassifiedHistorical role unavailable
SSDSimpson Manufacturing Co., Inc.
Elevated · 58/100
+0.3%
Active; unclassifiedHistorical role unavailable
BCBrunswick Corporation
Elevated · 46/100
+1.3%
Active; unclassifiedHistorical role unavailable
WSMWilliams-Sonoma, Inc.
Elevated · 43/100
+1.1%
Active; unclassifiedHistorical role unavailable
PHMPulteGroup, Inc.
Elevated · 40/100
+1.6%
Active; unclassifiedHistorical role unavailable
SGISomnigroup International Inc.
Elevated · 39/100
+0.9%
Active; unclassifiedHistorical role unavailable
TOLToll Brothers, Inc.
Elevated · 39/100
+1.9%
Active; unclassifiedHistorical role unavailable
SKYChampion Homes, Inc.
Elevated · 36/100
+1.7%
Active; unclassifiedHistorical role unavailable
GRBKGreen Brick Partners, Inc.
Most unusual · 35/100
+1.4%
Active; unclassifiedHistorical role unavailable
QXOQXO, Inc.
Elevated · 31/100
+0.0%
Active; unclassifiedHistorical role unavailable
IBPInstalled Building Products, Inc.
Elevated · 29/100
+1.2%
Active; unclassifiedHistorical role unavailable
BLDRBuilders FirstSource, Inc.
Elevated · 28/100
+2.4%
Active; unclassifiedHistorical role unavailable
CVCOCavco Industries, Inc.
Elevated · 26/100
+1.2%
Active; unclassifiedHistorical role unavailable
MHKMohawk Industries, Inc.
Elevated · 26/100
+2.1%
Active; unclassifiedHistorical role unavailable
FNDFloor & Decor Holdings, Inc.
Elevated · 24/100
+0.9%
Active; unclassifiedHistorical role unavailable
TREXTrex Company, Inc.
Elevated · 22/100
+2.9%
Active; unclassifiedHistorical role unavailable
DHID.R. Horton, Inc.
Quiet · 22/100
+1.7%
Watch / laggardHistorical role unavailable
WMSAdvanced Drainage Systems, Inc.
Quiet · 20/100
+0.7%
Watch / laggardHistorical role unavailable
MTHMeritage Homes Corporation
Quiet · 20/100
+3.7%
Watch / laggardHistorical role unavailable
RKTRocket Companies, Inc.
Quiet · 19/100
-0.2%
Watch / laggardHistorical role unavailable
NVRNVR, Inc.
Quiet · 18/100
+1.2%
Watch / laggardHistorical role unavailable
SWKStanley Black & Decker, Inc.
Quiet · 17/100
-0.0%
Watch / laggardHistorical role unavailable
LENLennar Corporation
Quiet · 16/100
+2.2%
Watch / laggardHistorical role unavailable
JHXJames Hardie Industries plc
Quiet · 12/100
+0.9%
Watch / laggardHistorical role unavailable
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
HNIHNI CorporationParticipating+1.2%—Price participation is not yet confirmed by per-name flow.
SSDSimpson Manufacturing Co., Inc.Participating+0.3%—Price participation is not yet confirmed by per-name flow.
BCBrunswick CorporationParticipating+1.3%—Price participation is not yet confirmed by per-name flow.
WSMWilliams-Sonoma, Inc.Participating+1.1%—Price participation is not yet confirmed by per-name flow.
PHMPulteGroup, Inc.Participating+1.6%—Price participation is not yet confirmed by per-name flow.
SGISomnigroup International Inc.Participating+0.9%—Price participation is not yet confirmed by per-name flow.
TOLToll Brothers, Inc.Participating+1.9%—Price participation is not yet confirmed by per-name flow.
SKYChampion Homes, Inc.Participating+1.7%—Price participation is not yet confirmed by per-name flow.
GRBKGreen Brick Partners, Inc.Most unusual+1.4%—Most unusual activity in this snapshot; performance direction may differ.
QXOQXO, Inc.Participating+0.0%—Price participation is not yet confirmed by per-name flow.
IBPInstalled Building Products, Inc.Participating+1.2%—Price participation is not yet confirmed by per-name flow.
BLDRBuilders FirstSource, Inc.Participating+2.4%—Price participation is not yet confirmed by per-name flow.
CVCOCavco Industries, Inc.Participating+1.2%—Price participation is not yet confirmed by per-name flow.
MHKMohawk Industries, Inc.Participating+2.1%—Price participation is not yet confirmed by per-name flow.
FNDFloor & Decor Holdings, Inc.Participating+0.9%—Price participation is not yet confirmed by per-name flow.
TREXTrex Company, Inc.Participating+2.9%—Price participation is not yet confirmed by per-name flow.
DHID.R. Horton, Inc.Quiet / lagging+1.7%—Not participating yet; a breadth test or a genuine divergence.
WMSAdvanced Drainage Systems, Inc.Quiet / lagging+0.7%—Not participating yet; a breadth test or a genuine divergence.
MTHMeritage Homes CorporationQuiet / lagging+3.7%—Not participating yet; a breadth test or a genuine divergence.
RKTRocket Companies, Inc.Quiet / lagging-0.2%—Not participating yet; a breadth test or a genuine divergence.
NVRNVR, Inc.Quiet / lagging+1.2%—Not participating yet; a breadth test or a genuine divergence.
SWKStanley Black & Decker, Inc.Quiet / lagging-0.0%—Not participating yet; a breadth test or a genuine divergence.
LENLennar CorporationQuiet / lagging+2.2%—Not participating yet; a breadth test or a genuine divergence.
JHXJames Hardie Industries plcQuiet / lagging+0.9%—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.