31 names are moving together; 52% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| BLFS | BioLife Solutions, Inc. | Healthcare | +1.9% | 2/14 observed active sessions |
| PRG | PROG Holdings, Inc. | Industrials | +1.5% | Group member |
| TMO | Thermo Fisher Scientific Inc | Healthcare | +1.1% | 5/14 observed active sessions |
| CPRI | Capri Holdings Limited | Consumer Cyclical | -4.4% | 1/14 observed active sessions |
| CRL | Charles River Laboratories Inte | Healthcare | +0.7% | 6/14 observed active sessions |
| AVTR | Avantor, Inc. | Healthcare | +6.9% | 1/14 observed active sessions |
| PNR | Pentair plc. | Industrials | -1.2% | 1/14 observed active sessions |
| A | Agilent Technologies, Inc. | Healthcare | +1.0% | 3/14 observed active sessions |
| NVST | Envista Holdings Corporation | Healthcare | -0.5% | Group member |
| MTD | Mettler-Toledo International, I | Healthcare | +1.3% | 1/14 observed active sessions |
| ALGN | Align Technology, Inc. | Healthcare | -1.1% | 1/14 observed active sessions |
| YETI | YETI Holdings, Inc. | Consumer Cyclical | -2.0% | 2/14 observed active sessions |
| RGEN | Repligen Corporation | Healthcare | +1.6% | 6/14 observed active sessions |
| DHR | Danaher Corporation | Healthcare | -0.6% | 3/14 observed active sessions |
| LAD | Lithia Motors, Inc. | Consumer Cyclical | +0.5% | 1/14 observed active sessions |
| SHAK | Shake Shack, Inc. | Consumer Cyclical | -3.2% | Group member |
| RVTY | Revvity, Inc. | Healthcare | +0.1% | 2/14 observed active sessions |
| AN | AutoNation, Inc. | Consumer Cyclical | +1.4% | Group member |
| SLM | SLM Corporation | Financial Services | +2.6% | Group member |
| WAT | Waters Corporation | Healthcare | +0.9% | 3/14 observed active sessions |
| WYNN | Wynn Resorts, Limited | Consumer Cyclical | -1.3% | 1/14 observed active sessions |
| SHC | Sotera Health Company | Healthcare | -2.1% | Group member |
| BIO | Bio-Rad Laboratories, Inc. | Healthcare | +0.3% | 2/14 observed active sessions |
| BROS | Dutch Bros Inc. | Consumer Cyclical | -3.6% | Group member |
Cohort
31 namesParticipation
52% this sessionObserved history
42 daily buildsFiling coverage
31/31 memberscredit / rates affecting interest expense
“Net interest expense The 2.0 percent increase in net interest expense in the first quarter of 2026 from 2025 was primarily driven by: • a reduction of interest income due to lower cash balances in the first quarter of 2026 compared to the first quarter of 2025.”
PNR 10-Q
demand / volume affecting revenue
“Effective tax rate 14.1 % 13.0 % (0.6) % 1.1 pts 13.6 pts N.M. = Not Meaningful Net sales The components of the consolidated net sales change were as follows: 2025 vs 2024 2024 vs 2023 Volume (2.1) % (2.3) % Price 4.0 1.9 Core growth 1.9 (0.4) Acquisition/Divestiture (0.1) (0.1) Currency 0.5 — Total 2.3 % (0.5) % The 2.3 percent increase in consolidated net sales in 2025 from 2024 was primarily the result of: • increased selling prices across all of our segments to mitigate inflationary cost increases; • favorable foreign currency effects compared to the prior year; and • increased sales volume within our Pool segment due to higher demand compared to the prior year.”
PNR 10-K
restructuring affecting expense
“Selling, general and administrative expenses (“SG&A”) The 1.7 percentage point increase in SG&A as a percentage of net sales in the first quarter of 2026 from 2025 was primarily driven by: • restructuring and other costs of $21.4 million in the first quarter of 2026, compared to $10.5 million in the first quarter of 2025; and • transformation costs of $11.5 million in the first quarter of 2026, compared to $9.1 million in the first quarter of 2025.”
PNR 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
PNRcustomer · Not moving with the group now
Filing receipt · POOL / PNR
“Customers Pool customers include businesses engaged in wholesale and retail distribution in the residential and commercial vertical markets.”
PNR · customer
RVTYtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
TMOsupplier · Current intraday read unavailable
Filing receipt · SOLV / TMO
“On September 1, 2025, the company acquired, within the Life Sciences Solutions segment, our filtration and separation business, a leading provider of purification and fi…”
TMO · supplier
Atext peer · Not moving with the group now
No filing excerpt is available for this relationship.
DHRpartner · Current intraday read unavailable
Filing receipt · VLTO / DHR
“In connection with the Separation, the Company entered into certain agreements with Danaher, including a tax matters agreement.”
DHR · partner