Themes / Group
Inactive · established relationshipLatest completed snapshot · Jun 16 · 13:38 ET

MARKET-DISCOVERED GROUP

Auto Parts & Machinery

THE TRADER READRecurring relationship, inactive in the latest snapshot

Price direction is split across 24 measured members. Capital-flow confirmation is unavailable.

Price breadth17 up · 5 downRelative median unavailable
Capital-flow alignmentUnavailablePrice breadth is not yet confirmed by flow
Activity nowCalmActivity score 24/100 · lift 0.8×
Evidence depth7 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

MON, FEB 2MMM filing documented shared operating contextrestructuring · date precision only

THU, MAY 7ABR filing documented shared operating contextrestructuring · 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

27/33 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across ADNT, ALV, ASH, AXTA, CVCO, ESAB, GTES, GXO, H, HON, LEVI, MIDD, MLKN, MNRO, NWL, OSK, RITM, RL, SMG, TOL, VTRS.

restructuring

Decreases in 2024 were primarily due to ongoing manufacturing productivity, procurement and logistics savings net of inflation, along with lower YoY restructuring charges compared to 2023.

MMM 10-K · 2026-02-03
restructuring affecting expense

Decreases in 2024 were primarily driven by lower YoY net costs for significant litigation and restructuring charges compared to 2023.

MMM 10-K · 2026-02-03
credit / rates affecting interest expense

These were partially offset by higher non-operating net interest expense and pension expense (both apart from special items).

MMM 10-K · 2026-02-03
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming
SBSWHYGInverse historical lead/lag · strength -0.17

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

GRBKNot confirming

TOL · text peer

LENNot confirming

TOL · text peer

HOVRelationship only · live confirmation unavailable

TOL · text peer

LGIHNot confirming

TOL · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
MMMGTESNDSNMIDDQXOALVRLESABSMGHONLEVIRTOAXTAASHVTRSHTOLRITMOSKGXOBIRKFMSCVCODLTR

12/33 active17 rising · 5 falling · 2 flat

MemberUnusual activityToday's moveRead now
MMM3M Company
Most unusual · 100/100
+0.5%
Active; unclassifiedActive in 0% of observed group sessions
GTESGates Industrial Corporation Ltd.
Elevated · 60/100
+0.0%
Active; unclassifiedActive in 0% of observed group sessions
NDSNNordson Corporation
Elevated · 40/100
-0.7%
Active; unclassifiedActive in 0% of observed group sessions
MIDDThe Middleby Corporation
Elevated · 37/100
+2.6%
Active; unclassifiedActive in 0% of observed group sessions
QXOQXO, Inc.
Elevated · 36/100
+3.2%
Active; unclassifiedActive in 0% of observed group sessions
ALVAutoliv, Inc.
Elevated · 32/100
+3.1%
Active; unclassifiedActive in 0% of observed group sessions
RLRalph Lauren Corporation
Elevated · 31/100
-0.3%
Active; unclassifiedActive in 0% of observed group sessions
ESABESAB Corporation
Elevated · 28/100
+3.8%
Active; unclassifiedActive in 0% of observed group sessions
SMGThe Scotts Miracle-Gro Company
Elevated · 27/100
-0.2%
Active; unclassifiedActive in 0% of observed group sessions
HONHoneywell International Inc.
Elevated · 24/100
-1.0%
Active; unclassifiedActive in 0% of observed group sessions
LEVILevi Strauss & Co.
Elevated · 23/100
+1.2%
Active; unclassifiedActive in 0% of observed group sessions
RTORentokil Initial plc
Elevated · 21/100
+1.3%
Active; unclassifiedActive in 0% of observed group sessions
AXTAAxalta Coating Systems Ltd.
Quiet · 21/100
+1.9%
Watch / laggardActive in 0% of observed group sessions
ASHAshland Inc.
Quiet · 19/100
-0.2%
Watch / laggardActive in 0% of observed group sessions
VTRSViatris Inc.
Quiet · 19/100
+1.2%
Watch / laggardActive in 0% of observed group sessions
HHyatt Hotels Corporation
Quiet · 18/100
+0.7%
Watch / laggardActive in 0% of observed group sessions
TOLToll Brothers, Inc.
Quiet · 15/100
+1.2%
Watch / laggardActive in 0% of observed group sessions
RITMRithm Capital Corp.
Quiet · 15/100
+0.2%
Watch / laggardActive in 0% of observed group sessions
OSKOshkosh Corporation
Quiet · 15/100
+2.8%
Watch / laggardActive in 0% of observed group sessions
GXOGXO Logistics, Inc.
Quiet · 13/100
+0.6%
Watch / laggardActive in 0% of observed group sessions
BIRKBirkenstock Holding plc
Quiet · 12/100
+3.2%
Watch / laggardActive in 0% of observed group sessions
FMSFresenius Medical Care AG
Quiet · 10/100
+0.0%
Watch / laggardActive in 0% of observed group sessions
CVCOCavco Industries, Inc.
Quiet · 10/100
+0.6%
Watch / laggardActive in 0% of observed group sessions
DLTRDollar Tree, Inc.
Quiet · 9/100
+2.4%
Watch / laggardActive in 0% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
MMM3M CompanyMost unusual+0.5%0% of 0 sessionsMost unusual activity in this snapshot; performance direction may differ.
GTESGates Industrial Corporation Ltd.Participating+0.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
NDSNNordson CorporationParticipating-0.7%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
MIDDThe Middleby CorporationParticipating+2.6%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
QXOQXO, Inc.Participating+3.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ALVAutoliv, Inc.Participating+3.1%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
RLRalph Lauren CorporationParticipating-0.3%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
ESABESAB CorporationParticipating+3.8%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
SMGThe Scotts Miracle-Gro CompanyParticipating-0.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
HONHoneywell International Inc.Participating-1.0%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
LEVILevi Strauss & Co.Participating+1.2%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
RTORentokil Initial plcParticipating+1.3%0% of 0 sessionsPrice participation is not yet confirmed by per-name flow.
AXTAAxalta Coating Systems Ltd.Quiet / lagging+1.9%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
ASHAshland Inc.Quiet / lagging-0.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
VTRSViatris Inc.Quiet / lagging+1.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
HHyatt Hotels CorporationQuiet / lagging+0.7%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
TOLToll Brothers, Inc.Quiet / lagging+1.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
RITMRithm Capital Corp.Quiet / lagging+0.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
OSKOshkosh CorporationQuiet / lagging+2.8%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
GXOGXO Logistics, Inc.Quiet / lagging+0.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
BIRKBirkenstock Holding plcQuiet / lagging+3.2%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
FMSFresenius Medical Care AGQuiet / lagging+0.0%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
CVCOCavco Industries, Inc.Quiet / lagging+0.6%0% of 0 sessionsNot participating yet; a breadth test or a genuine divergence.
DLTRDollar Tree, Inc.Quiet / lagging+2.4%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 support7 daysHow often the cohort identity was observed
Completed episodes0Separate periods of broad group activity
Active sessions0Completed session observations, not trades
2026-06-1033 names in the durable cohort
2026-06-0923 names in the durable cohort
2026-06-0823 names in the durable cohort
2026-06-0519 names in the durable cohort
2026-06-0413 names in the durable cohort
2026-06-0315 names in the durable cohort
2026-06-0227 names in the durable cohort
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
ABR0% · 0 episodes
ADNT0% · 0 episodes
ALV0% · 0 episodes
ARCO0% · 0 episodes
ASH0% · 0 episodes
AXTA0% · 0 episodes
BIRK0% · 0 episodes
BZH0% · 0 episodes
CVCO0% · 0 episodes
DLTR0% · 0 episodes
ESAB0% · 0 episodes
FMS0% · 0 episodes
GTES0% · 0 episodes
GXO0% · 0 episodes
H0% · 0 episodes
HON0% · 0 episodes
LEVI0% · 0 episodes
MIDD0% · 0 episodes
MLKN0% · 0 episodes
MMM0% · 0 episodes
MNRO0% · 0 episodes
NDSN0% · 0 episodes
NWL0% · 0 episodes
OSK0% · 0 episodes
PDO0% · 0 episodes
QXO0% · 0 episodes
QXO-P-B0% · 0 episodes
RITM0% · 0 episodes
RL0% · 0 episodes
RTO0% · 0 episodes
SMG0% · 0 episodes
TOL0% · 0 episodes
VTRS0% · 0 episodes