4 names are moving together; 75% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| ALG | Alamo Group, Inc. | Industrials | -0.5% | Group member |
| PSMT | PriceSmart, Inc. | Consumer Defensive | -2.8% | 4/5 observed active sessions |
| GATX | GATX Corporation | Industrials | +0.2% | 4/5 observed active sessions |
| CSX | CSX Corporation | Industrials | +0.5% | 4/5 observed active sessions |
Cohort
4 namesParticipation
75% this sessionObserved history
8 daily buildsFiling coverage
4/4 memberscredit / rates affecting interest expense
“The variance was largely due to higher revenue at Rail North America and Rail International and higher net gain on asset dispositions at Rail North America, partially offset by higher maintenance expense and depreciation expense at Rail North America, higher interest expense, and lower earnings at the Rolls-Royce & Partners Finance joint ventures (collectively, the "RRPF affiliates").”
GATX 10-Q
demand / volume affecting revenue
“Each of these cases could reduce demand for our rail assets and decrease fleet utilization due to modal shift away from rail, all of which could negatively impact revenue and our results of operations.”
GATX 10-K
restructuring affecting expense
“The increase was driven by higher revenue and higher net gain on asset dispositions, partially offset by higher interest and maintenance expense and an impairment recorded on certain older flammable liquids railcars.”
GATX 10-Q
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
GATXcustomer · Not moving with the group now
Filing receipt · TRN / GATX
“In 2022, we entered into a long-term railcar supply agreement with a subsidiary of Trinity Industries, Inc.”
GATX · customer
CSXtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
GATXsupplier · Not moving with the group now
Filing receipt · GBX / GATX
“Rail North America purchases new railcars from a number of manufacturers, including Trinity Rail Group, LLC ("Trinity"), a subsidiary of Trinity Industries, Inc., The Gr…”
GATX · supplier
CSXpartner · Moving with the group now · 115 min observed
Filing receipt · UNP / CSX
“During 2025, Norfolk Southern Railway entered into an agreement to merge with Union Pacific Railroad to form the nation's only transcontinental rail network, which requi…”
CSX · partner
GATXpartner · Not moving with the group now
Filing receipt · BIPC / GATX
“On January 1, 2026, GATX acquired approximately 101,000 railcars for $4.2 billion from Wells Fargo Bank, N.A.”
GATX · partner