15 names are moving together; 53% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ROIV | Roivant Sciences Ltd. | Healthcare | +1.3% | Group member |
| H | Hyatt Hotels Corporation | Consumer Cyclical | +2.6% | Most structurally connected |
| AIR | AAR Corp. | Industrials | +2.6% | Group member |
| CPA | Copa Holdings, S.A. | Industrials | +2.1% | Group member |
| GRAL | GRAIL, Inc. | Healthcare | +1.7% | Group member |
| VSEC | VSE Corporation | Industrials | +1.7% | Group member |
| ELAN | Elanco Animal Health Incorporat | Healthcare | +1.6% | Group member |
| PN | PN Smart Energy Limited | Technology | -3.8% | Group member |
| BXC | Bluelinx Holdings Inc. | Industrials | +3.3% | Group member |
| SWK | Stanley Black & Decker, Inc. | Industrials | +1.0% | Group member |
| WMS | Advanced Drainage Systems, Inc. | Industrials | +2.5% | Group member |
| SGI | Somnigroup International Inc. | Consumer Cyclical | +0.8% | Group member |
| BC | Brunswick Corporation | Consumer Cyclical | +0.8% | Group member |
| QXO | QXO, Inc. | Industrials | +4.2% | Group member |
| VIK | Viking Holdings Ltd | Consumer Cyclical | -0.6% | Group member |
Cohort
15 namesParticipation
53% this sessionObserved history
1 daily buildsFiling coverage
12/15 memberscredit / rates affecting interest expense
“During the year ended December 31, 2025, interest expense increased $137 million, compared to the year ended December 31, 2024, primarily due to the issuances of senior notes in 2024 and 2025, the loans under the delayed draw term loan facility (the "DDTL Facility"), and bridge commitment fees related to the Playa Hotels Acquisition, partially offset by the redemption of certain of our senior notes in 2024 and 2025.”
H 10-K
demand / volume
“Incentive management fees also benefited from improved hotel performance in Asia Pacific, partially offset by the Americas (excluding United States) and Middle East & Africa in part due to reduced demand for travel following security-related incidents in Mexico, Hurricane Melissa in Jamaica, and the geopolitical conflict in the Middle East.”
H 10-Q
demand / volume affecting revenue
“Three Months Ended March 31, 2026 2025 Better / (Worse) Base management fees $ 127 $ 114 $ 13 10.9 % Incentive management fees 86 76 10 13.8 % Franchise and other fees 120 117 3 3.1 % Gross fees 333 307 26 8.6 % Contra revenue (23) (20) (3) (14.9) % Net fees $ 310 $ 287 $ 23 8.2 % Base and incentive management fees increased during the three months ended March 31, 2026, compared to the three months ended March 31, 2025, primarily driven by new long-term management agreements with the third-party buyer of the Playa Hotels Portfolio and strong leisure transient demand.”
H 10-Q
Aerospace & Industrial Services can stay leader-led if GRAL and the next software names fail to join while H keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.