21 names are moving together; 62% are participating in the current session.
Observed intraday paths are not available for this group yet.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SLVM | Sylvamo Corporation | Basic Materials | -3.1% | Group member |
| QGEN | Qiagen N.V. | Healthcare | +0.4% | Group member |
| SYF | Synchrony Financial | Financial Services | +0.6% | Group member |
| MFA | MFA Financial, Inc. | Real Estate | +0.3% | Group member |
| WD | Walker & Dunlop, Inc | Financial Services | -0.6% | Group member |
| PEB | Pebblebrook Hotel Trust | Real Estate | +2.0% | Group member |
| LGIH | LGI Homes, Inc. | Consumer Cyclical | +1.8% | Group member |
| CPRI | Capri Holdings Limited | Consumer Cyclical | -4.4% | Most structurally connected |
| DECK | Deckers Outdoor Corporation | Consumer Cyclical | -1.1% | Group member |
| MTH | Meritage Homes Corporation | Consumer Cyclical | -0.1% | Group member |
| YETI | YETI Holdings, Inc. | Consumer Cyclical | -2.0% | Group member |
| OMF | OneMain Holdings, Inc. | Financial Services | +1.3% | Group member |
| ANF | Abercrombie & Fitch Company | Consumer Cyclical | +1.4% | Group member |
| MHO | M/I Homes, Inc. | Consumer Cyclical | +1.2% | Group member |
| VFC | V.F. Corporation | Consumer Cyclical | -1.2% | Group member |
| ECPG | Encore Capital Group Inc | Financial Services | -1.7% | Group member |
| FWRD | Forward Air Corporation | Industrials | +0.2% | Group member |
| EL | Estee Lauder Companies, Inc. (T | Consumer Defensive | -0.3% | Group member |
| PFSI | PennyMac Financial Services, In | Financial Services | +1.7% | Group member |
| VNO | Vornado Realty Trust | Real Estate | +2.1% | Group member |
| GIII | G-III Apparel Group, LTD. | Consumer Cyclical | -0.8% | Group member |
Cohort
21 namesParticipation
62% this sessionObserved history
1 daily buildsFiling coverage
20/21 memberscredit / rates affecting interest expense
“The $1 million improvement in interest income, net, is primarily due to lower average borrowings and higher interest income from our net investment hedges, partially offset by additional interest expense related to interest rate swaps and debt issuance costs due to the extinguishment of our 2025 Term Loans.”
CPRI 10-Q
credit / rates
“The increase in cash provided by financing activities of $254 million was primarily attributable to higher net debt borrowings of $250 million.”
CPRI 10-Q
restructuring
“Our effective tax rate for the three months ended December 27, 2025 compared to our effective tax rate for the three months ended December 28, 2024 is not a meaningful metric due to the impact of the non-deductible goodwill impairment charges recorded for the three months ended December 28, 2024.”
CPRI 10-Q
Consumer Credit & Housing can stay leader-led if MFA and the next software names fail to join while CPRI keeps moving.
No high-confidence filing-linked non-members are available for this group yet.
Historical cohort observations are not available yet.