5 names are moving together; 80% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| HTLD | Heartland Express, Inc. | Industrials | +1.3% | Group member |
| OBDC | Blue Owl Capital Corporation | Financial Services | +1.1% | Group member |
| MOBX | Mobix Labs, Inc. | Technology | +5.2% | Group member |
| CVLG | Covenant Logistics Group, Inc. | Industrials | -0.2% | Group member |
| IHRT | iHeartMedia, Inc. | Communication Services | -5.5% | Most structurally connected |
Cohort
5 namesParticipation
80% this sessionObserved history
1 daily buildsFiling coverage
5/5 membersrestructuring
“The improvement was due to the non-cash impairment charges of $922.7 million recognized in 2024 compared to the $213.9 million recognized in 2025, partially offset by the $101.4 million gain recognized on the sale of our investment in BMI in the first quarter of 2024.”
IHRT 10-K
input costs affecting revenue
“Page 28 Table of Contents Insurance and claims Three Months Ended March 31, 2026 2025 Insurance and claims $ 12,646 $ 15,283 % of total revenue 4.1 % 5.7 % % of freight revenue 4.5 % 6.3 % On a cents per mile basis, insurance and claims decreased to 21.4 cents per mile for the three months ended March 31, 2026 compared to 23.8 cents per mile for the 2025 period primarily due to reduced insurance and claims expense partially offset by decreased miles compared to the same 2025 period.”
CVLG 10-Q
demand / volume affecting revenue
“19 Executive Summary Consolidated revenues for the first quarter of 2026 increased due to an increase in digital and podcast advertising revenue driven by a continued increase in demand for digital advertising, and an increase in trade revenue related to strategic marketing arrangements, partially offset by lower spending on radio advertising as a result of continued uncertain market conditions.”
IHRT 10-Q
Trucking and Logistics can stay leader-led if CVLG and the next software names fail to join while IHRT keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.