Themes / Group
Inactive · established relationshipLatest completed snapshot · Aug 21 · 12:41 ET

MARKET-DISCOVERED GROUP

Residential Construction & Building Products

THE TRADER READBroad price confirmation, weak flow alignment

15 of 15 measured members are falling. Capital-flow agreement is 8%, so the basket is not yet clean.

Price breadth15 of 15 fallingRelative median unavailable
Capital-flow alignment8%Price breadth is not yet confirmed by flow
Activity nowCalmActivity score 7/100 · lift 0.8×
Evidence depth5 episodes24 observed active sessions
EVIDENCE CLOCK

What happened, in timestamp order

1 timed event
TIMING READA causal timing read is unavailable because no material member price onset could be timestamped.
2 earlier filing context receipts

THU, FEB 12CSL filing documented shared operating contextcredit / rates affecting interest expense · date precision only

MON, FEB 23AWI filing documented shared operating contextcredit / rates affecting interest expense · date precision only

Headline times and retained activity confirmations are point-in-time evidence. Price order is inferred from aligned 5-minute bars. Filing evidence has date precision only and is context, not an intraday catalyst claim.

01 · WHAT IS HAPPENING

The move, the flow and who is driving it

Price breadth, unusual activity and signed capital flow are separate observations
Price sequence unavailableA timestamped price sequence is unavailable.
RELATIVE CO-MOVEMENT

How the members are behaving together

Session-normalized

Observed intraday paths are not available for this group yet.

02 · WHY IT MATTERS

Why now and where the move could travel

Context and lead/lag links are evidence, not proof of causation or a forecast
WHY THIS GROUP EXISTS

Shared filing context

15/15 members covered

Moderate filing support: the strongest shared 10-Q/K outlook is operating setup (near-term outlook) across BCC, GFF, HNI, IBP, LPX, MLM, SITE, SSD, UFPI, VMC, WSO.

credit / rates affecting interest expense

The decrease in interest expense was primarily due to lower average debt balances, partially offset by higher average effective interest rates.

AWI 10-K · 2026-02-24
demand / volume affecting revenue

North America • Net sales increased 4.5% primarily due to increase in pricing and incremental sales from the Company’s 2024 acquisitions, partly offset by lower volumes.

SSD 10-K · 2026-02-27
demand / volume

Due to a declining housing starts market, we undertook proactive strategic cost savings initiatives during fiscal year 2025 to align our operations with evolving market demand to position the Company for long-term success.

SSD 10-Q · 2026-08-06
CONFIRMATION NETWORK

Outsiders and cross-asset links

0 outsiders confirming

No qualified cross-asset lead/lag link is available for this group.

Filing-linked outsiders test whether the move is spreading beyond the established cohort.

QXONot confirming

IBP · text peer

APOGNot confirming

AWI · text peer

FBINNot confirming

MAS · text peer

BXCNot confirming

LPX · text peer

03 · WHO IS IN IT

Member participation

Unusual activity and daily price direction are shown separately
SSDAWICSLEXPIBPVMCBCCLPXHNIMLMMASSITEUFPIWSOGFF

5/15 active0 rising · 15 falling

MemberUnusual activityToday's moveRead now
SSDSimpson Manufacturing Company,
Most unusual · 100/100
-2.6%
Active; unclassifiedActive in 25% of observed group sessions
AWIArmstrong World Industries, Inc.
Elevated · 98/100
-0.3%
Flow divergenceActive in 4.2% of observed group sessions
CSLCarlisle Companies Incorporated
Elevated · 79/100
-2.3%
Flow divergenceActive in 20.8% of observed group sessions
EXPEagle Materials Inc.
Elevated · 79/100
-1.2%
Active; unclassifiedActive in 25% of observed group sessions
IBPInstalled Building Products, In
Elevated · 78/100
-2.0%
Active; unclassifiedActive in 8.3% of observed group sessions
VMCVulcan Materials Company
Quiet · 77/100
-2.1%
Watch / laggardActive in 16.7% of observed group sessions
BCCBoise Cascade Company
Quiet · 71/100
-1.5%
Watch / laggardActive in 29.2% of observed group sessions
LPXLouisiana-Pacific Corporation
Quiet · 69/100
-2.8%
Watch / laggardActive in 33.3% of observed group sessions
HNIHNI Corporation
Quiet · 67/100
-0.8%
Watch / laggardActive in 16.7% of observed group sessions
MLMMartin Marietta Materials, Inc.
Quiet · 60/100
-1.8%
Watch / laggardActive in 0% of observed group sessions
MASMasco Corporation
Quiet · 48/100
-2.5%
Watch / laggardActive in 12.5% of observed group sessions
SITESiteOne Landscape Supply, Inc.
Quiet · 46/100
-2.4%
Watch / laggardActive in 16.7% of observed group sessions
UFPIUFP Industries, Inc.
Quiet · 43/100
-2.5%
Watch / laggardActive in 37.5% of observed group sessions
WSOWatsco, Inc.
Quiet · 37/100
-1.7%
Watch / laggardActive in 0% of observed group sessions
GFFGriffon Corporation
Quiet · 18/100
-2.6%
Watch / laggardActive in 8.3% of observed group sessions
View exact member values
TICKERCompanyRole nowTodayObserved historyTrader interpretation
SSDSimpson Manufacturing Company,Most unusual-2.6%25% of 24 sessionsMost unusual activity in this snapshot; performance direction may differ.
AWIArmstrong World Industries, Inc.Participating-0.3%4.2% of 24 sessionsPrice participation with distributing signed flow.
CSLCarlisle Companies IncorporatedParticipating-2.3%20.8% of 24 sessionsPrice participation with distributing signed flow.
EXPEagle Materials Inc.Participating-1.2%25% of 24 sessionsPrice participation is not yet confirmed by per-name flow.
IBPInstalled Building Products, InParticipating-2.0%8.3% of 24 sessionsPrice participation is not yet confirmed by per-name flow.
VMCVulcan Materials CompanyQuiet / lagging-2.1%16.7% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
BCCBoise Cascade CompanyQuiet / lagging-1.5%29.2% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
LPXLouisiana-Pacific CorporationQuiet / lagging-2.8%33.3% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
HNIHNI CorporationQuiet / lagging-0.8%16.7% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
MLMMartin Marietta Materials, Inc.Quiet / lagging-1.8%0% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
MASMasco CorporationQuiet / lagging-2.5%12.5% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
SITESiteOne Landscape Supply, Inc.Quiet / lagging-2.4%16.7% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
UFPIUFP Industries, Inc.Quiet / lagging-2.5%37.5% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
WSOWatsco, Inc.Quiet / lagging-1.7%0% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.
GFFGriffon CorporationQuiet / lagging-2.6%8.3% of 24 sessionsNot participating yet; a breadth test or a genuine divergence.

04 · HAS THIS HAPPENED BEFORE

Identity history versus measured outcomes

Structural recurrence is not the same as a validated trading outcome
POINT-IN-TIME LIVE OUTCOMES

Early observed follow-through

2/2 events completed

No completed point-in-time outcome is available yet. New live confirmations are now retained with their exact observation timestamp; statistics appear only after the corresponding candles complete.

Only point-in-time live watcher observations and conservative same-day EOD observations are included. Later backfills and replay runs are excluded.
moderate structural support

5 completed episodes across 24 active sessions provide moderate historical support. These episode counts describe recurrence; the outcome ledger above is the only forward-performance evidence.

Structural support36 daysHow often the cohort identity was observed
Completed episodes5Separate periods of broad group activity
Active sessions24Completed session observations, not trades
2026-08-18 → 2026-08-192 active sessions25% composition consistency through the episode
2026-08-04 → 2026-08-105 active sessionsNo name was active through every recorded session
2026-07-24 → 2026-07-305 active sessionsNo name was active through every recorded session
2026-07-07 → 2026-07-179 active sessionsNo name was active through every recorded session
2026-06-30 → 2026-07-023 active sessionsNo name was active through every recorded session
MEMBER CONSISTENCY IN OBSERVED ACTIVE SESSIONS
UFPI37.5% · 5 episodes
LPX33.3% · 4 episodes
BCC29.2% · 2 episodes
EXP25% · 4 episodes
SSD25% · 4 episodes
CSL20.8% · 3 episodes
HNI16.7% · 3 episodes
SITE16.7% · 3 episodes
VMC16.7% · 2 episodes
MAS12.5% · 3 episodes
GFF8.3% · 2 episodes
IBP8.3% · 2 episodes
AWI4.2% · 1 episode
MLM0% · 0 episodes
WSO0% · 0 episodes