32 names are moving together; 91% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| MHK | Mohawk Industries, Inc. | Consumer Cyclical | +1.4% | Group member |
| WMS | Advanced Drainage Systems, Inc. | Industrials | +0.1% | Group member |
| PHM | PulteGroup, Inc. | Consumer Cyclical | +0.7% | Group member |
| LEN | Lennar Corporation | Consumer Cyclical | +1.8% | Group member |
| TOL | Toll Brothers, Inc. | Consumer Cyclical | +0.4% | Group member |
| SWK | Stanley Black & Decker, Inc. | Industrials | +0.7% | Group member |
| GRBK | Green Brick Partners, Inc. | Consumer Cyclical | +1.5% | Group member |
| HAYW | Hayward Holdings, Inc. | Industrials | -7.2% | Group member |
| MTH | Meritage Homes Corporation | Consumer Cyclical | +1.9% | Group member |
| NVR | NVR, Inc. | Consumer Cyclical | +1.0% | Group member |
| SKY | Champion Homes, Inc. | Consumer Cyclical | +2.8% | Group member |
| WSM | Williams-Sonoma, Inc. | Consumer Cyclical | +1.0% | Group member |
| JHX | James Hardie Industries plc. | Basic Materials | +2.0% | Group member |
| BC | Brunswick Corporation | Consumer Cyclical | +1.9% | Group member |
| GFF | Griffon Corporation | Industrials | +0.9% | Group member |
| CVCO | Cavco Industries, Inc. | Consumer Cyclical | +1.3% | Group member |
| DHI | D.R. Horton, Inc. | Consumer Cyclical | +1.0% | Group member |
| SSD | Simpson Manufacturing Company, | Basic Materials | +0.5% | Group member |
| MHO | M/I Homes, Inc. | Consumer Cyclical | +1.2% | Group member |
| RHP | Ryman Hospitality Properties, I | Real Estate | +0.8% | Group member |
| QXO | QXO, Inc. | Industrials | +5.9% | Group member |
| KBH | KB Home | Consumer Cyclical | +1.6% | Group member |
| NGVT | Ingevity Corporation | Basic Materials | +2.1% | Group member |
| APLE | Apple Hospitality REIT, Inc. | Real Estate | +0.2% | Group member |
Cohort
32 namesParticipation
91% this sessionObserved history
1 daily buildsFiling coverage
32/32 membersdemand / volume affecting revenue
“The Company’s Comparable Hotels and Same Store Hotels revenue and operating results increased modestly for the three months ended March 31, 2026, compared to the same period in 2025, reflecting improvement in demand beyond the impact of prior-year headwinds, including reduced government travel following the current administration's efforts to curtail government spending and broader macroeconomic uncertainty in the U.S.”
APLE 10-Q
credit / rates
“We are subject to changes in the fair value of fixed-rate borrowings as a result of potential changes in prevailing interest rates.”
PII 10-K
demand / volume
“In the past, we have experienced significant increases in the cost of these commodities and materials due generally to an inflationary environment driven by high demand and supply chain disruptions.”
PII 10-K
Residential Construction can stay leader-led if LEN and the next software names fail to join while PII keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.