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

MARKET-DISCOVERED GROUP

Building Products & Specialty Chemicals

THE TRADER READShared activity without a clean directional read

Price direction is split across 12 measured members. Capital-flow agreement is 9%, so the basket is not yet clean.

Price breadth6 up · 6 downRelative median unavailable

Capital-flow alignment9%Price breadth is not yet confirmed by flow

Activity nowHotActivity score 81/100 · lift 1.3×

Evidence depth6 episodes16 observed active sessions

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, APR 29CWH filing documented shared operating contextcredit / rates affecting interest expense · date precision only

TUE, AUG 4BC filing documented shared operating contextcredit / rates affecting interest expense · date precision only

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

18/18 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BC, FBIN, GFF, MTX, OC, RH, SWK, TOL, WHR, WSO.

credit / rates affecting interest expense

“N et interest expense decreased for the three and six months ended July 4, 2026 when compared with the same prior year period due to lower average debt outstanding resulting from debt repayments.”
BC 10-Q · 2026-08-05

restructuring

“The impairment relating to the Company’s Mexico reporting unit was recognized as a result of the reporting unit’s fair value declining below its carrying value.”
SCL 10-K · 2026-02-26

restructuring affecting expense

“This increase was primarily due to a $65.4 million restructuring charge recognized in the first quarter of 2026 and $1.6 million of higher year-over-year deferred compensation expense.”
SCL 10-Q · 2026-05-06

CONFIRMATION NETWORK

Outsiders and cross-asset links

1 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.

PNRMoving with group

HAYW · text peer

NWLNot confirming

SWK · text peer

LCIINot confirming

BC · text peer

MBCNot confirming

FBIN · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately

SCLWHRKWRWSMTOLSVVTGLSBCWSOCWHSWKFBINMTXHLMNOCRHHAYWGFF

17/18 active6 rising · 6 falling

MemberUnusual activityToday's moveRead now

SCLStepan Company

Most unusual · 100/100

—

Active; unclassifiedActive in 37.5% of observed group sessions

WHRWhirlpool Corporation

Elevated · 94/100

-0.3%

Active; unclassifiedActive in 6.2% of observed group sessions

KWRQuaker Houghton

Elevated · 93/100

—

Active; unclassifiedActive in 43.8% of observed group sessions

WSMWilliams-Sonoma, Inc.

Elevated · 90/100

+0.8%

Flow divergenceActive in 6.2% of observed group sessions

TOLToll Brothers, Inc.

Elevated · 84/100

+1.2%

Flow divergenceActive in 6.2% of observed group sessions

SVVSavers Value Village, Inc.

Elevated · 72/100

—

Active; unclassifiedActive in 0% of observed group sessions

TGLSTecnoglass Inc.

Elevated · 64/100

—

Active; unclassifiedActive in 0% of observed group sessions

BCBrunswick Corporation

Elevated · 62/100

-0.2%

Active; unclassifiedActive in 25% of observed group sessions

WSOWatsco, Inc.

Elevated · 61/100

-0.9%

Flow divergenceActive in 6.2% of observed group sessions

CWHCamping World Holdings, Inc.

Elevated · 58/100

—

Active; unclassifiedActive in 0% of observed group sessions

SWKStanley Black & Decker, Inc.

Elevated · 56/100

+1.1%

Active; unclassifiedActive in 6.2% of observed group sessions

FBINFortune Brands Innovations, Inc.

Elevated · 54/100

-1.0%

Flow confirmerActive in 0% of observed group sessions

MTXMinerals Technologies Inc.

Elevated · 51/100

+1.0%

Active; unclassifiedActive in 18.8% of observed group sessions

HLMNHillman Solutions Corp.

Elevated · 51/100

—

Active; unclassifiedActive in 6.2% of observed group sessions

OCOwens Corning

Elevated · 50/100

+0.6%

Flow confirmerActive in 0% of observed group sessions

RHRH

Elevated · 47/100

-1.9%

Active; unclassifiedActive in 6.2% of observed group sessions

HAYWHayward Holdings, Inc.

Elevated · 41/100

-0.9%

Active; unclassifiedActive in 0% of observed group sessions

GFFGriffon Corporation

Quiet · 39/100

+0.3%

Watch / laggardActive in 12.5% of observed group sessions

View exact member values

TICKER	Company	Role now	Today	Observed history	Trader interpretation
SCL	Stepan Company	Most unusual	—	37.5% of 16 sessions	Most unusual activity in this snapshot; performance direction may differ.
WHR	Whirlpool Corporation	Participating	-0.3%	6.2% of 16 sessions	Price participation is not yet confirmed by per-name flow.
KWR	Quaker Houghton	Participating	—	43.8% of 16 sessions	Price participation is not yet confirmed by per-name flow.
WSM	Williams-Sonoma, Inc.	Participating	+0.8%	6.2% of 16 sessions	Price participation with distributing signed flow.
TOL	Toll Brothers, Inc.	Participating	+1.2%	6.2% of 16 sessions	Price participation with distributing signed flow.
SVV	Savers Value Village, Inc.	Participating	—	0% of 16 sessions	Price participation is not yet confirmed by per-name flow.
TGLS	Tecnoglass Inc.	Participating	—	0% of 16 sessions	Price participation is not yet confirmed by per-name flow.
BC	Brunswick Corporation	Participating	-0.2%	25% of 16 sessions	Price participation is not yet confirmed by per-name flow.
WSO	Watsco, Inc.	Participating	-0.9%	6.2% of 16 sessions	Price participation with distributing signed flow.
CWH	Camping World Holdings, Inc.	Participating	—	0% of 16 sessions	Price participation is not yet confirmed by per-name flow.
SWK	Stanley Black & Decker, Inc.	Participating	+1.1%	6.2% of 16 sessions	Price participation is not yet confirmed by per-name flow.
FBIN	Fortune Brands Innovations, Inc.	Participating	-1.0%	0% of 16 sessions	Price participation with accumulating signed flow.
MTX	Minerals Technologies Inc.	Participating	+1.0%	18.8% of 16 sessions	Price participation is not yet confirmed by per-name flow.
HLMN	Hillman Solutions Corp.	Participating	—	6.2% of 16 sessions	Price participation is not yet confirmed by per-name flow.
OC	Owens Corning	Participating	+0.6%	0% of 16 sessions	Price participation with accumulating signed flow.
RH	RH	Participating	-1.9%	6.2% of 16 sessions	Price participation is not yet confirmed by per-name flow.
HAYW	Hayward Holdings, Inc.	Participating	-0.9%	0% of 16 sessions	Price participation is not yet confirmed by per-name flow.
GFF	Griffon Corporation	Quiet / lagging	+0.3%	12.5% of 16 sessions	Not 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.

moderate structural support

6 completed episodes across 16 active sessions provide moderate historical support. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support50 daysHow often the cohort identity was observed

Completed episodes6Separate periods of broad group activity

Active sessions16Completed session observations, not trades

2026-07-07 → 2026-07-104 active sessions15.4% composition consistency through the episode

2026-06-24 → 2026-07-026 active sessionsNo name was active through every recorded session

2026-06-171 active session100% composition consistency through the episode

2026-06-051 active session100% composition consistency through the episode

2026-05-14 → 2026-05-183 active sessionsNo name was active through every recorded session

2026-05-041 active session100% composition consistency through the episode

MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS

KWR43.8% · 2 episodes

SCL37.5% · 2 episodes

BC25% · 3 episodes

MTX18.8% · 3 episodes

GFF12.5% · 2 episodes

HLMN6.2% · 1 episode

RH6.2% · 1 episode

SWK6.2% · 1 episode

TOL6.2% · 1 episode

WHR6.2% · 1 episode

WSM6.2% · 1 episode

WSO6.2% · 1 episode

CWH0% · 0 episodes

FBIN0% · 0 episodes

HAYW0% · 0 episodes

OC0% · 0 episodes

SVV0% · 0 episodes

TGLS0% · 0 episodes