Themes / Group
Active · established relationshipLatest completed snapshot · Jul 14 · 18:03 ET

MARKET-DISCOVERED GROUP

Building Materials & Equipment

THE TRADER READShared activity without a clean directional read

Price direction is split across 13 measured members. Capital-flow agreement is 24%, so the basket is not yet clean.

Price breadth10 up · 3 downRelative median unavailable
Capital-flow alignment24%Price breadth is not yet confirmed by flow
Activity nowHotActivity score 64/100 · lift 1.3×
Evidence depth1 episodeLow sample—context, not a validated playbook
EVIDENCE CLOCK

What happened, in timestamp order

0 timed events
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.

No session event has enough timestamp precision to place on the clock.

2 earlier filing context receipts

MON, FEB 16GGG filing documented shared operating contextdemand / volume · date precision only

MON, FEB 16ALLE filing documented shared operating contextdemand / volume · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY NOW

Verified recent context

0 items

No verified recent catalyst is attached to this move. The relationship may be market-led rather than news-led.

WHY THIS GROUP EXISTS

Shared filing context

14/14 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AMRZ, CRH, ESAB, HON, IP, MLM, SGI, SW, UPS, VMC, WMS.

demand / volume

Downturns in these industries could result in a deterioration of our customers’ businesses and, in turn, a reduced demand for some of our products.

GGG 10-K · 2026-02-17
credit / rates affecting interest expense

Interest Expense Interest expense for the year ended December 31, 2025, decreased $1.0 million as compared to the year ended December 31, 2024, primarily due to a lower weighted-average interest rate on our outstanding indebtedness.

ALLE 10-K · 2026-02-17
input costs affecting expense

Operating earnings decreased 4 percent, due to a lower gross margin rate and increased expenses.

GGG 10-Q · 2026-04-22
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

ACANot confirming

VMC · text peer

GPKNot confirming

SW · text peer

APOGNot confirming

AWI · text peer

NXNot confirming

AWI · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
GGGIPAWIVMCALLESGIUPSMLMWMSHONSWESABCRHAMRZ

11/14 active10 rising · 3 falling

MemberUnusual activityToday's moveRead now
GGGGraco Inc.
Most unusual · 100/100
-1.3%
Active; unclassifiedActive in 100% of observed group sessions
IPInternational Paper Company
Elevated · 75/100
+2.8%
Active; unclassifiedActive in 100% of observed group sessions
AWIArmstrong World Industries, Inc.
Elevated · 60/100
+0.5%
Active; unclassifiedActive in 100% of observed group sessions
VMCVulcan Materials Company
Elevated · 57/100
+2.0%
Active; unclassifiedActive in 100% of observed group sessions
ALLEAllegion plc
Elevated · 55/100
+0.4%
Active; unclassifiedActive in 100% of observed group sessions
SGISomnigroup International Inc.
Elevated · 53/100
+0.8%
Flow divergenceActive in 0% of observed group sessions
UPSUnited Parcel Service, Inc.
Elevated · 47/100
-0.5%
Active; unclassifiedActive in 0% of observed group sessions
MLMMartin Marietta Materials, Inc.
Elevated · 45/100
+1.8%
Flow divergenceActive in 0% of observed group sessions
WMSAdvanced Drainage Systems, Inc.
Elevated · 43/100
+0.8%
Active; unclassifiedActive in 0% of observed group sessions
HONHoneywell International Inc.
Elevated · 40/100
-1.0%
Flow divergenceActive in 0% of observed group sessions
SWSmurfit Westrock Plc
Elevated · 34/100
+2.5%
Flow divergenceActive in 0% of observed group sessions
ESABESAB Corporation
Quiet · 30/100
+3.8%
Watch / laggardActive in 0% of observed group sessions
CRHCRH PLC
Quiet · 30/100
+2.1%
Watch / laggardActive in 0% of observed group sessions
AMRZAmrize Ltd
Quiet · 25/100
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
GGGGraco Inc.Most unusual-1.3%100% of 1 sessionsMost unusual activity in this snapshot; performance direction may differ.
IPInternational Paper CompanyParticipating+2.8%100% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
AWIArmstrong World Industries, Inc.Participating+0.5%100% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
VMCVulcan Materials CompanyParticipating+2.0%100% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
ALLEAllegion plcParticipating+0.4%100% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
SGISomnigroup International Inc.Participating+0.8%0% of 1 sessionsPrice participation with distributing signed flow.
UPSUnited Parcel Service, Inc.Participating-0.5%0% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
MLMMartin Marietta Materials, Inc.Participating+1.8%0% of 1 sessionsPrice participation with distributing signed flow.
WMSAdvanced Drainage Systems, Inc.Participating+0.8%0% of 1 sessionsPrice participation is not yet confirmed by per-name flow.
HONHoneywell International Inc.Participating-1.0%0% of 1 sessionsPrice participation with distributing signed flow.
SWSmurfit Westrock PlcParticipating+2.5%0% of 1 sessionsPrice participation with distributing signed flow.
ESABESAB CorporationQuiet / lagging+3.8%0% of 1 sessionsNot participating yet; a breadth test or a genuine divergence.
CRHCRH PLCQuiet / lagging+2.1%0% of 1 sessionsNot participating yet; a breadth test or a genuine divergence.
AMRZAmrize LtdQuiet / lagging0% of 1 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Live outcome ledger collecting

0/0 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
Low structural sample

Only 1 completed episode across 1 active session; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support1 dayHow often the cohort identity was observed
Completed episodes1Separate periods of broad group activity
Active sessions1Completed session observations, not trades
2026-07-101 active session100% composition consistency through the episode
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
ALLE100% · 1 episode
AWI100% · 1 episode
GGG100% · 1 episode
IP100% · 1 episode
VMC100% · 1 episode
AMRZ0% · 0 episodes
CRH0% · 0 episodes
ESAB0% · 0 episodes
HON0% · 0 episodes
MLM0% · 0 episodes
SGI0% · 0 episodes
SW0% · 0 episodes
UPS0% · 0 episodes
WMS0% · 0 episodes