16 names are moving together; 50% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| XPO | XPO, Inc. | Industrials | +0.6% | Group member |
| HON | Honeywell International Inc. | Industrials | -1.8% | Group member |
| BLTE | Belite Bio, Inc | Healthcare | -1.3% | Group member |
| HMY | Harmony Gold Mining Company Lim | Basic Materials | -0.9% | Group member |
| BMA | Banco Macro S.A. | Financial Services | -4.2% | Most structurally connected |
| CEPU | Central Puerto S.A. | Utilities | -3.7% | Group member |
| TFII | TFI International Inc. | Industrials | +0.2% | Group member |
| PKE | Park Aerospace Corp. | Industrials | -0.7% | Group member |
| SKYQ | Sky Quarry Inc. | Energy | +25.2% | Group member |
| RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | +1.1% | Group member |
| TFPM | Triple Flag Precious Metals Cor | Basic Materials | -1.9% | Group member |
| NUVB | Nuvation Bio Inc. | Healthcare | -0.7% | Group member |
| SSRM | SSR Mining Inc. | Basic Materials | -2.4% | Group member |
| LAZ | Lazard, Inc. | Financial Services | -0.8% | Group member |
| ITRI | Itron, Inc. | Technology | -1.9% | Group member |
| NX | Quanex Building Products Corpor | Industrials | -2.4% | Group member |
Cohort
16 namesParticipation
50% this sessionObserved history
1 daily buildsFiling coverage
10/16 membersrestructuring affecting expense
“Net Income from Continuing Operations Q1 2026 compared to Q1 2025 Earnings per share of common stock–assuming dilution decreased due to the following: • Loss on debt extinguishment and debt restructuring costs ($0.35 after tax), • Impairment of assets held for sale ($0.28 after tax), and • Higher divestiture-related costs ($0.28 after tax), • Partially offset by higher segment profit ($0.15 after tax).”
HON 10-Q
input costs affecting expense
“TABLE OF CONTENTS Cost of Products and Services Sold Q1 2026 compared with Q1 2025 Cost of products and services sold increased due to higher direct and indirect material costs and higher labor costs.”
HON 10-Q
credit / rates affecting interest expense
“This increase was offset by an increase in other interest expense driven by a $5.5 million interest accrual for the 2024 Notes recognized during the period as well as a $1.7 million increase in amortization of prepaid debt fees compared with the same period in 2024.”
ITRI 10-Q
Mining and Logistics can stay leader-led if HON and the next software names fail to join while BMA keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.