3 names are moving together; 67% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| RTO | Rentokil Initial plc | Industrials | -3.7% | 1/1 observed active sessions |
| LBTYK | Liberty Global Ltd. | Communication Services | +1.2% | 1/1 observed active sessions |
| LBTYA | Liberty Global Ltd. | Communication Services | +1.7% | 1/1 observed active sessions |
Cohort
3 namesParticipation
67% this sessionObserved history
5 daily buildsFiling coverage
2/3 memberscapital investment / capacity affecting capex
“Capital expenditures increased from $908.5 million during the year ended December 31, 2024 to $1,343.1 million during the year ended December 31, 2025, primarily due to (a) an increase in our net local currency capital expenditures and related working capital movements, including the impact of higher capital-related vendor financing, and (b) an increase due to FX.”
LBTYA 10-K
restructuring affecting expense
“The following table provides a reconciliation of net earnings (loss) to total consolidated Adjusted EBITDA: Three months ended March 31, 2026 2025 in millions Net earnings (loss) $ 358.2 $ (1,323.3) Income tax expense (benefit) 175.4 (70.0) Other income, net (25.0) (11.4) Share of results of affiliates, net 21.7 148.0 Realized and unrealized gains due to changes in fair values of certain investments, net (57.8) (55.8) Foreign currency transaction losses (gains), net (430.2) 1,081.0 Realized and unrealized losses (gains) on derivative instruments, net (132.2) 164.7 Interest expense 113.7 127.5 Operating income 23.8 60.7 Impairment, restructuring and other operating items, net 40.8 (1.7) Depreciation and amortization 264.8 232.2 Share-based compensation expense 37.1 33.4 Total consolidated Adjusted EBITDA $ 366.5 $ 324.6 49 Revenue of our Reportable Segments General.”
LBTYA 10-Q
restructuring affecting revenue
“The changes in the VMO2 JV’s Adjusted EBITDA during the three and six months ended June 30, 2026, as compared to the corresponding periods in 2025, are primarily due to the net effect of (a) the aforementioned changes in revenue, (b) lower total service revenue, (c) a provision for legal matters during the first quarter and (d) cost reduction initiatives.”
LBTYA 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
LBTYKinvestee · Not moving with the group now
Filing receipt · VOD / LBTYK
“The change in net cash provided (used) by investing activities is primarily attributable to (i) a decrease in cash of $656.8 million associated with lower net cash recei…”
LBTYK · investee
LBTYAtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
RTOcompetitor · Moving with the group now · 115 min observed
Filing receipt · ROL / RTO
“Our major competitors include Rentokil, Ecolab, Anticimex, and numerous other regional and local companies.”
RTO · competitor
LBTYAtext peer · Current intraday read unavailable
No filing excerpt is available for this relationship.
LBTYAtext peer · Not moving with the group now
No filing excerpt is available for this relationship.