Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.
Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.
Dollars directors and officers received from open-market sales, all companies together, last 90 days.
Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.
Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.
Share of the companies whose stake the largest active managers raised in their latest 13F.
Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.
Share of the companies whose revenue growth is faster than a quarter earlier.
Growth accelerating — top 20%Share of the companies whose operating margin is up over 3 years.
Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).
Share of the companies with a return on invested capital of at least 10%.
Median shares sold short as % of shares outstanding (FINRA).
Ticker | Company | Quality checks | Revenue growth YoY | Op. margin change 3y | ROIC | Insiders buying (90d) | Insider $ bought (90d) |
|---|---|---|---|---|---|---|---|
| OPLN | OPENLANE, Inc. | 5/6 | 15.1% | +14.8 pp | 11.7% | 1 | $500.07K |
| CVNA | CARVANA CO. | 2/4 | 52.4% | — | 26.4% | 1 | $1.54M |
| SAH | SONIC AUTOMOTIVE INC | 6/6 | 7.6% | +2.0 pp | 18.4% | — | — |
| MUSA | Murphy USA Inc. | 5/6 | 36.0% | +0.5 pp | 25.2% | — | — |
| ORLY | O REILLY AUTOMOTIVE INC | 5/6 | 8.1% | −0.5 pp | 57.6% | — | — |
| AZO | AUTOZONE INC | 4/6 | 8.4% | −1.6 pp | 47.4% | — | — |
| RUSHA | RUSH ENTERPRISES INC \TX\ | 4/6 | -1.6% | −1.8 pp | 12.5% | — | — |
| AN | AUTONATION, INC. | 3/5 | -0.6% | −2.1 pp | 16.9% | — | — |
| CASY | CASEYS GENERAL STORES INC | 3/3 | 24.3% | — | — | — | — |
| CPRT | COPART INC | 3/4 | 2.4% | −3.0 pp | — | — | — |
| KMX | CARMAX INC | 3/3 | 19.5% | — | — | — | — |
| PAG | PENSKE AUTOMOTIVE GROUP, INC. | 3/5 | 6.0% | −1.2 pp | 11.2% | — | — |
| AAP | ADVANCE AUTO PARTS INC | 2/6 | -0.5% | −1.2 pp | 7.8% | — | — |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 2/5 | 0.3% | −3.6 pp | 7.9% | — | — |
| GPI | GROUP 1 AUTOMOTIVE INC | 2/5 | -5.6% | −3.0 pp | 8.1% | — | — |
| HZO | MARINEMAX INC | 2/6 | -7.0% | −6.3 pp | 3.8% | — | — |
| LAD | LITHIA MOTORS INC | 2/6 | 2.2% | −2.0 pp | 7.2% | — | — |