29 names are moving together; 79% are participating in the current session.
Observed member paths adjusted against SPY. Shading marks the latest observation window.
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| RITM | Rithm Capital Corp. | Real Estate | -0.1% | Group member |
| WSM | Williams-Sonoma, Inc. | Consumer Cyclical | -2.0% | Group member |
| URBN | Urban Outfitters, Inc. | Consumer Cyclical | -2.0% | 1/15 observed active sessions |
| TNL | Travel Leisure Co. | Consumer Cyclical | +1.0% | 1/15 observed active sessions |
| ICUI | ICU Medical, Inc. | Healthcare | +0.3% | Group member |
| YETI | YETI Holdings, Inc. | Consumer Cyclical | -1.3% | 1/15 observed active sessions |
| SIG | Signet Jewelers Limited | Consumer Cyclical | -3.4% | Group member |
| WH | Wyndham Hotels & Resorts, Inc. | Consumer Cyclical | -1.7% | 1/15 observed active sessions |
| RHP | Ryman Hospitality Properties, I | Real Estate | +0.1% | Group member |
| APLE | Apple Hospitality REIT, Inc. | Real Estate | -0.5% | 1/15 observed active sessions |
| JBTM | JBT Marel Corporation | Industrials | -1.2% | 1/15 observed active sessions |
| HGV | Hilton Grand Vacations Inc. | Consumer Cyclical | -0.4% | 1/15 observed active sessions |
| VFC | V.F. Corporation | Consumer Cyclical | -4.1% | 1/15 observed active sessions |
| REZI | Resideo Technologies, Inc. | Industrials | -1.5% | Group member |
| HHH | Howard Hughes Holdings Inc. | Real Estate | -1.0% | 1/15 observed active sessions |
| ALH | Alliance Laundry Holdings Inc. | Consumer Cyclical | +0.4% | 1/15 observed active sessions |
| MAR | Marriott International | Consumer Cyclical | -0.7% | Group member |
| RH | RH | Consumer Cyclical | -0.4% | 1/15 observed active sessions |
| BIRK | Birkenstock Holding plc | Consumer Cyclical | -4.5% | Group member |
| DKS | Dick's Sporting Goods Inc | Consumer Cyclical | -2.0% | Group member |
| OSW | OneSpaWorld Holdings Limited | Consumer Cyclical | -0.8% | Group member |
| H | Hyatt Hotels Corporation | Consumer Cyclical | -1.4% | 1/15 observed active sessions |
| BBWI | Bath & Body Works, Inc. | Consumer Cyclical | +0.8% | Group member |
| IHG | Intercontinental Hotels Group | Consumer Cyclical | -0.3% | Group member |
Cohort
29 namesParticipation
79% this sessionObserved history
15 daily buildsFiling coverage
26/29 memberscredit / rates affecting interest expense
“The decrease in interest expense was primarily attributable to a lower debt balance resulting from Term Loan voluntary prepayments, as discussed in Note 11 - Debt, and a lower interest rate on the Term Loan following refinancing activities in February 2025 and August 2025.”
ALH 10-Q
restructuring
“A decline in future operating performance could result in impairment of goodwill or other intangible assets, which could have a material adverse effect on our business, financial condition, results of operations or cash flows.”
ALH 10-K
restructuring affecting expense
“Additionally, risks associated with these actions and other workforce management issues include: unfavorable political responses and reputational harm; unforeseen delays in the implementation of the restructuring activities; additional costs; unforeseen negative impact on product quality; adverse effects on employee morale; the failure to meet operational targets due to the loss of employees or work stoppages; and difficulty managing our operations during or after facility consolidations, any of which may impair our ability to achieve anticipated cost reductions, harm our business or reputation, or have a material adverse effect on our competitive position, business, financial condition, results of operations or cash flows.”
ALH 10-K
This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.
REZIsupplier · Current intraday read unavailable
Filing receipt · ADIG / REZI
“With respect to our ADI Global Distribution business, we rely on key suppliers of branded products to deliver certain products for resale to our customers who may purcha…”
REZI · supplier
MARtext peer · Not moving with the group now
No filing excerpt is available for this relationship.
Hpartner · Current intraday read unavailable
Filing receipt · XHR / H
“Our hotels are operated and/or licensed by industry leaders including Marriott, Hyatt, Kimpton, Fairmont, Loews, Hilton and Davidson.”
H · partner
Hdistributor · Moving with the group now · 115 min observed
Filing receipt · PK / H
“Investing Activities The $45 million in net cash used in investing activities for the six months ended June 30, 2025 was attributable to $120 million of capital expendit…”
H · distributor
Hpartner · Current intraday read unavailable
Filing receipt · SHO / H
“The Comparable Portfolio’s room revenue was positively impacted by continued strength in group activity, primarily at Hyatt Regency San Francisco, Wailea Beach Resort, T…”
H · partner