11 names are moving together; 82% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| SENEA | Seneca Foods Corp. | Consumer Defensive | -4.5% | Group member |
| BGS | B&G Foods, Inc. | Consumer Defensive | -2.8% | Group member |
| EG | Everest Group, Ltd. | Financial Services | -1.5% | 4/18 observed active sessions |
| L | Loews Corporation | Financial Services | -1.8% | 14/18 observed active sessions |
| CNA | CNA Financial Corporation | Financial Services | -2.0% | 2/18 observed active sessions |
| CINF | Cincinnati Financial Corporatio | Financial Services | -1.4% | 2/18 observed active sessions |
| SIGI | Selective Insurance Group, Inc. | Financial Services | -1.4% | 3/18 observed active sessions |
| ORI | Old Republic International Corp | Financial Services | -1.6% | 4/18 observed active sessions |
| HCA | HCA Healthcare, Inc. | Healthcare | -7.0% | 1/18 observed active sessions |
| WTM | White Mountains Insurance Group | Financial Services | -0.4% | 1/18 observed active sessions |
| CALM | Cal-Maine Foods, Inc. | Consumer Defensive | -0.3% | 1/18 observed active sessions |
Cohort
11 namesParticipation
82% this sessionObserved history
22 daily buildsFiling coverage
11/11 memberscredit / rates affecting interest expense
“Interest expense was mainly impacted by the movement in the floating interest rate related to the Company’s long-term subordinated notes, which is reset quarterly per the note agreement, as well as variable interest rate costs on borrowings from FHLBNY.”
EG 10-Q
pricing
“In the event that climate change has a negative effect on agricultural productivity, we may be subject to decreased availability or less favorable pricing for certain commodities that are necessary for our products.”
BGS 10-K
restructuring
“In addition, as a result of the Master Transaction Agreements, the Company also recorded severance and impairments of capitalized software in the amount of $ 28 million and $ 83 million, respectively, for the year ended December 31, 2025.”
EG 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
BGScustomer · Not moving with the group now
Filing receipt · WMT / BGS
“Other than Walmart, which accounted for approximately 31.0% of our fiscal 2025 net sales, no single customer accounted for 10.0% or more of our fiscal 2025 net sales.”
BGS · customer
SIGItext peer · Moving with the group now · 115 min observed
No filing excerpt is available for this relationship.
EGsupplier · Moving with the group now · 115 min observed
Filing receipt · INVA / EG
“La Jolla also entered into the Everest commercial supply agreement (the “Everest Supply Agreement”) whereby La Jolla will supply Everest a minimum quantity of XERAVA ® a…”
EG · supplier
Ltext peer · Not moving with the group now
No filing excerpt is available for this relationship.
CALMsupplier · Not moving with the group now
Filing receipt · BURL / CALM
“Echo Lake Foods is based in Burlington, Wisconsin and produces, packages, markets and distributes prepared foods, including waffles, pancakes, scrambled eggs, frozen coo…”
CALM · supplier