MARKET-DISCOVERED GROUP
24 of 24 measured members are falling. Capital-flow confirmation is unavailable.
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
01 · WHAT IS HAPPENING
Observed intraday paths are not available for this group yet.
02 · WHY IT MATTERS
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.
“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
“The cash used was partially offset by $200.0 million of net borrowings under the Credit Facility and $.4 million of issuances of common stock under employee stock plans.”
KBH 10-Q · 2026-07-09
“The impairment charges in 2025 were principally driven by increased land development costs imposed by a municipality affecting certain communities, and our decisions to make changes in our operational strategies aimed at more quickly monetizing our investment in certain communities, mainly by accelerating the overall pace for selling, building and delivering homes therein.”
KBH 10-K · 2026-01-23
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
16/40 active0 rising · 24 falling
| TICKER | Company | Role now | Today | Observed history | Trader interpretation |
|---|---|---|---|---|---|
| MTH | Meritage Homes Corporation | Participating | -2.2% | — | Price participation is not yet confirmed by per-name flow. |
| CSL | Carlisle Companies Incorporated | Participating | -1.3% | — | Price participation is not yet confirmed by per-name flow. |
| BC | Brunswick Corporation | Participating | -1.7% | — | Price participation is not yet confirmed by per-name flow. |
| PII | Polaris Inc. | Participating | -1.0% | — | Price participation is not yet confirmed by per-name flow. |
| IBP | Installed Building Products, In | Participating | -2.2% | — | Price participation is not yet confirmed by per-name flow. |
| SSD | Simpson Manufacturing Company, | Participating | -3.0% | — | Price participation is not yet confirmed by per-name flow. |
| DHI | D.R. Horton, Inc. | Participating | -1.8% | — | Price participation is not yet confirmed by per-name flow. |
| BLDR | Builders FirstSource, Inc. | Participating | -3.7% | — | Price participation is not yet confirmed by per-name flow. |
| NVR | NVR, Inc. | Participating | -0.8% | — | Price participation is not yet confirmed by per-name flow. |
| CVCO | Cavco Industries, Inc. | Participating | -2.6% | — | Price participation is not yet confirmed by per-name flow. |
| GRBK | Green Brick Partners, Inc. | Participating | -2.2% | — | Price participation is not yet confirmed by per-name flow. |
| LEN | Lennar Corporation | Participating | -1.9% | — | Price participation is not yet confirmed by per-name flow. |
| PHM | PulteGroup, Inc. | Participating | -1.9% | — | Price participation is not yet confirmed by per-name flow. |
| TREX | Trex Company, Inc. | Quiet / lagging | -2.0% | — | Not participating yet; a breadth test or a genuine divergence. |
| FND | Floor & Decor Holdings, Inc. | Quiet / lagging | -1.1% | — | Not participating yet; a breadth test or a genuine divergence. |
| MHK | Mohawk Industries, Inc. | Quiet / lagging | -1.8% | — | Not participating yet; a breadth test or a genuine divergence. |
| HNI | HNI Corporation | Quiet / lagging | -1.5% | — | Not participating yet; a breadth test or a genuine divergence. |
| JHX | James Hardie Industries plc | Quiet / lagging | -3.7% | — | Not participating yet; a breadth test or a genuine divergence. |
| SGI | Somnigroup International Inc. | Quiet / lagging | -1.7% | — | Not participating yet; a breadth test or a genuine divergence. |
| WMS | Advanced Drainage Systems, Inc. | Quiet / lagging | -2.8% | — | Not participating yet; a breadth test or a genuine divergence. |
| SWK | Stanley Black & Decker, Inc. | Quiet / lagging | -1.2% | — | Not participating yet; a breadth test or a genuine divergence. |
| RKT | Rocket Companies, Inc. | Quiet / lagging | -3.5% | — | Not participating yet; a breadth test or a genuine divergence. |
| TOL | Toll Brothers, Inc. | Participating | -2.0% | — | Price participation is not yet confirmed by per-name flow. |
| QXO | QXO, Inc. | Quiet / lagging | -3.4% | — | Not participating yet; a breadth test or a genuine divergence. |
04 · HAS THIS HAPPENED BEFORE
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.
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.
Historical cohort observations are not available yet.