input costs affecting expense
“Our ability to control labor costs is subject to numerous external factors, including labor availability, prevailing wage rates and health and other insurance costs.”
BXC 10-K
Confirmed
Risk-Off Basket · WFG
20 names are moving together; 25% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| CRGY | Crescent Energy Company | Energy | +5.7% | Group member |
| WDS | Woodside Energy Group Limited | Energy | +1.8% | Group member |
| CTMX | CytomX Therapeutics, Inc. | Healthcare | -1.7% | Group member |
| CRH | CRH PLC | Basic Materials | -1.9% | Group member |
| CVCO | Cavco Industries, Inc. | Consumer Cyclical | -2.1% | Group member |
| WFG | West Fraser Timber Co. Ltd | Basic Materials | +0.0% | Most structurally connected |
| CPA | Copa Holdings, S.A. | Industrials | -4.3% | Group member |
| IMNM | Immunome, Inc. | Healthcare | -2.4% | Group member |
| JHX | James Hardie Industries plc. | Basic Materials | -2.1% | Group member |
| MTDR | Matador Resources Company | Energy | +3.5% | Group member |
| PKG | Packaging Corporation of Americ | Consumer Cyclical | -1.3% | Group member |
| BXC | Bluelinx Holdings Inc. | Industrials | -1.1% | Group member |
| LEN | Lennar Corporation | Consumer Cyclical | -1.7% | Group member |
| IART | Integra LifeSciences Holdings C | Healthcare | -1.1% | Group member |
| MHK | Mohawk Industries, Inc. | Consumer Cyclical | -2.1% | Group member |
| H | Hyatt Hotels Corporation | Consumer Cyclical | -3.3% | Group member |
| LEG | Leggett & Platt, Incorporated | Consumer Cyclical | -2.2% | Group member |
| EYPT | EyePoint, Inc. | Healthcare | -3.1% | Group member |
| HLMN | Hillman Solutions Corp. | Industrials | +1.6% | Group member |
| RL | Ralph Lauren Corporation | Consumer Cyclical | -5.3% | Group member |
Why we believe this
Cohort
20 namesParticipation
25% this sessionObserved history
1 daily buildsFiling coverage
17/20 membersrestructuring
“Goodwill is not subject to amortization but must be tested for impairment at least annually using either a qualitative method or a quantitative method.”
BXC 10-K
restructuring affecting expense
“As a result of our evaluations, during the year ended December 31, 2025, we recorded impairment charges of $254.6 million, including an impairment of $233.7 million to write down the carrying value of associated oil and natural gas properties to the estimated transaction price less cost to sell, and $20.8 million related to office lease impairments as part of our restructuring costs.”
CRGY 10-K
Cross-asset confirmation is still fragile, so spillover can stall before it becomes durable.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.