Themes / Group
Inactive · established relationshipLatest completed snapshot · Sep 17 · 16:30 ET

MARKET-DISCOVERED GROUP

Housing Construction

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 18 measured members. Capital-flow agreement is 35%, so the basket is not yet clean.

Price breadth3 up · 13 downRelative median unavailable
Capital-flow alignment35%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 15/100 · lift 0.8×
Evidence depth13 support daysLow 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

WED, JUL 29AOS filing documented shared operating contextcredit / rates affecting interest expense · date precision only

WED, JUL 29BLDR filing documented shared operating contextcredit / rates affecting interest expense · 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

17/18 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across AOS, BCC, BLDR, CCS, HD, KBH, LPX, MBC, SSD, UFPI, WMS, WY.

credit / rates affecting interest expense

“The increase in interest expense in the second quarter and first six months of 2026 was primarily due to higher debt levels as a result of the Leonard Valve acquisition.”

AOS 10-Q · 2026-07-30
credit / rates

“As a result of the long-term nature of this facility, the Company’s commercial paper and credit line borrowings are classified as long-term debt at June 30, 2026.”

AOS 10-Q · 2026-07-30
input costs affecting expense

“Higher segment earnings and segment margin in 2025 compared to 2024 were primarily driven by pricing benefits, higher boiler and commercial water heater volumes that more than offset lower residential water heater volumes and higher input costs, including tariffs.”

AOS 10-K · 2026-02-10
CONFIRMATION NETWORK

Outsiders and cross-asset links

2 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.

QXOMoving with group

UFPI · text peer

SWKMoving with group

MBC · text peer

BXCNot confirming

MBC · text peer

FBINNot confirming

MBC · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
BCCWMSLOWWYLIIEXPKBHSSDWFGBLDRLPXAOSHDUFPIHLMNMBCTGLSCCS

8/18 active5 rising · 13 falling

MemberUnusual activityToday's moveRead now
BCCBoise Cascade Company
Most unusual · 100/100
+0.5%
Active; unclassifiedActive in 0% of observed group sessions
WMSAdvanced Drainage Systems, Inc.
Elevated · 88/100
-0.9%
Flow divergenceActive in 0% of observed group sessions
LOWLowe's Companies, Inc.
Elevated · 76/100
+0.1%
Flow divergenceActive in 0% of observed group sessions
WYWeyerhaeuser Company
Elevated · 68/100
-0.7%
Active; unclassifiedActive in 0% of observed group sessions
LIILennox International Inc.
Elevated · 67/100
-0.6%
Active; unclassifiedActive in 0% of observed group sessions
EXPEagle Materials Inc.
Elevated · 66/100
-0.9%
Flow divergenceActive in 0% of observed group sessions
KBHKB Home
Elevated · 65/100
-0.2%
Active; unclassifiedActive in 0% of observed group sessions
SSDSimpson Manufacturing Co., Inc.
Elevated · 63/100
-0.2%
Active; unclassifiedActive in 0% of observed group sessions
WFGWest Fraser Timber Co. Ltd.
Elevated · 54/100
-0.1%
Active; unclassifiedActive in 0% of observed group sessions
BLDRBuilders FirstSource, Inc.
Elevated · 53/100
-3.3%
Active; unclassifiedActive in 0% of observed group sessions
LPXLouisiana-Pacific Corporation
Elevated · 52/100
+0.7%
Active; unclassifiedActive in 0% of observed group sessions
AOSA. O. Smith Corporation
Quiet · 46/100
+0.0%
Watch / laggardActive in 0% of observed group sessions
HDThe Home Depot, Inc.
Quiet · 45/100
+0.0%
Watch / laggardActive in 0% of observed group sessions
UFPIUFP Industries, Inc.
Quiet · 39/100
-3.4%
Watch / laggardActive in 0% of observed group sessions
HLMNHillman Solutions Corp.
Quiet · 0/100
-1.9%
Watch / laggardActive in 0% of observed group sessions
MBCMasterBrand, Inc.
Quiet · 0/100
-1.6%
Watch / laggardActive in 0% of observed group sessions
TGLSTecnoglass Holdings Inc.
Quiet · 0/100
-1.3%
Watch / laggardActive in 0% of observed group sessions
CCSCentury Communities, Inc.
Quiet · 0/100
-0.3%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
BCCBoise Cascade CompanyMost unusual+0.5%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
WMSAdvanced Drainage Systems, Inc.Participating-0.9%0% of 0 sessionsPrice participation with distributing signed flow.
LOWLowe's Companies, Inc.Participating+0.1%0% of 0 sessionsPrice participation with distributing signed flow.
WYWeyerhaeuser CompanyParticipating-0.7%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
LIILennox International Inc.Participating-0.6%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
EXPEagle Materials Inc.Participating-0.9%0% of 0 sessionsPrice participation with distributing signed flow.
KBHKB HomeParticipating-0.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
SSDSimpson Manufacturing Co., Inc.Participating-0.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
WFGWest Fraser Timber Co. Ltd.Participating-0.1%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
BLDRBuilders FirstSource, Inc.Participating-3.3%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
LPXLouisiana-Pacific CorporationParticipating+0.7%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
AOSA. O. Smith CorporationQuiet / lagging+0.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
HDThe Home Depot, Inc.Quiet / lagging+0.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
UFPIUFP Industries, Inc.Quiet / lagging-3.4%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
HLMNHillman Solutions Corp.Quiet / lagging-1.9%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
MBCMasterBrand, Inc.Quiet / lagging-1.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TGLSTecnoglass Holdings Inc.Quiet / lagging-1.3%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CCSCentury Communities, Inc.Quiet / lagging-0.3%0% of 0 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 0 completed episodes across 0 active sessions; treat history as context, not a validated playbook. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support13 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-09-1516 names in the durable cohort
2026-09-0818 names in the durable cohort
2026-09-0420 names in the durable cohort
2026-09-0317 names in the durable cohort
2026-09-0218 names in the durable cohort
2026-09-0121 names in the durable cohort
2026-08-3118 names in the durable cohort
2026-08-2818 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
AOS0% · 0 episodes
BCC0% · 0 episodes
BLDR0% · 0 episodes
CCS0% · 0 episodes
EXP0% · 0 episodes
HD0% · 0 episodes
HLMN0% · 0 episodes
KBH0% · 0 episodes
LII0% · 0 episodes
LOW0% · 0 episodes
LPX0% · 0 episodes
MBC0% · 0 episodes
SSD0% · 0 episodes
TGLS0% · 0 episodes
UFPI0% · 0 episodes
WFG0% · 0 episodes
WMS0% · 0 episodes
WY0% · 0 episodes