21 names are moving together; 86% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| XHR | Xenia Hotels & Resorts, Inc. | Real Estate | -0.8% | 2/12 observed active sessions |
| ABG | Asbury Automotive Group Inc | Consumer Cyclical | -0.6% | 3/12 observed active sessions |
| TNL | Travel Leisure Co. | Consumer Cyclical | -1.5% | 2/12 observed active sessions |
| IOSP | Innospec Inc. | Basic Materials | +0.5% | 2/12 observed active sessions |
| DRH | Diamondrock Hospitality Company | Real Estate | +0.0% | 2/12 observed active sessions |
| GPI | Group 1 Automotive, Inc. | Consumer Cyclical | -1.5% | Group member |
| HST | Host Hotels & Resorts, Inc. | Real Estate | -0.4% | 3/12 observed active sessions |
| MTX | Minerals Technologies Inc. | Basic Materials | -0.3% | Group member |
| RLJ | RLJ Lodging Trust | Real Estate | -0.5% | 4/12 observed active sessions |
| MATW | Matthews International Corporat | Industrials | -0.1% | 5/12 observed active sessions |
| PAG | Penske Automotive Group, Inc. | Consumer Cyclical | -0.5% | 1/12 observed active sessions |
| PEB | Pebblebrook Hotel Trust | Real Estate | +0.9% | Group member |
| SPB | Spectrum Brands Holdings, Inc. | Consumer Defensive | +1.9% | Group member |
| ARI | Apollo Commercial Real Estate F | Real Estate | -1.1% | Group member |
| SCL | Stepan Company | Basic Materials | +0.5% | 1/12 observed active sessions |
| JOE | St. Joe Company (The) | Real Estate | -0.0% | 4/12 observed active sessions |
| SHO | Sunstone Hotel Investors, Inc. | Real Estate | +0.8% | 4/12 observed active sessions |
| NEOG | Neogen Corporation | Healthcare | +0.5% | 2/12 observed active sessions |
| APLE | Apple Hospitality REIT, Inc. | Real Estate | -1.2% | 2/12 observed active sessions |
| PK | Park Hotels & Resorts Inc. | Real Estate | +0.1% | Group member |
| HAS | Hasbro, Inc. | Consumer Cyclical | +0.7% | 2/12 observed active sessions |
Cohort
21 namesParticipation
86% this sessionObserved history
21 daily buildsFiling coverage
21/21 memberscredit / rates affecting interest expense
“Interest expense decreased $17 million during 2025 compared with 2024 primarily due to a lower weighted average interest rate on corporate borrowings, partially offset by a higher average outstanding balance on corporate debt.”
TNL 10-K
demand / volume affecting revenue
“We believe that VPG provides an enhanced understanding of the performance of our Vacation Ownership business because it directly measures the efficiency of this business’ efforts in generating sales from tours during a given reporting period. (e) Represents the number of exchanges and travel bookings recognized as revenue during the period, net of cancellations. (f) Represents transaction revenue divided by transactions. (g) Represents paid members in our vacation exchange programs who are considered to be in good standing. (h) Percentage change may not calculate due to rounding.”
TNL 10-Q
demand / volume
“The decrease in SAAR period over period was due to higher consumer demand for new vehicles driven by automobile tariff uncertainty in the first quarter of 2025 that did not recur in the first quarter of 2026.”
ABG 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
XHRpartner · Not moving with the group now
Filing receipt · H / XHR
“Our hotels are operated and/or licensed by industry leaders including Marriott, Hyatt, Kimpton, Fairmont, Loews, Hilton and Davidson.”
XHR · partner
TNLcustomer · Not moving with the group now
Filing receipt · WH / TNL
“The Wyndham Hotels loyalty program, Wyndham Rewards, had approximately 121 million enrolled members as of September 30, 2025, many of whom fit our target new-customer de…”
TNL · customer
RLJtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
PKtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
PKtext peer · Not moving with the group now
No filing excerpt is available for this relationship.