Hand of the Market Industries
Insider buying breadth
0.0% −15.0 pp

Share of the companies with an open-market insider purchase (no 10b5-1 plan) in the last 90 days.

Insider buying ($, 90d)
$0

Dollars directors and officers spent on open-market purchases, all companies together, last 90 days.

Insider selling ($, 90d)
$44.12M

Dollars directors and officers received from open-market sales, all companies together, last 90 days.

Insider net buying (90d)
-$44.12M

Dollars bought minus sold on the open market by directors and officers, all companies together, last 90 days.

Conviction-fund buys
0

Companies the tracked conviction funds (Berkshire, Pershing Square, …) net bought in their latest 13F.

Active managers adding
50.0%

Share of the companies whose stake the largest active managers raised in their latest 13F.

Active funds adding
80.0%

Share of the companies whose stake the largest active mutual funds and ETFs raised in their latest N-PORT.

Active funds adding — top 20%
Growth accelerating
60.0% −5.0 pp

Share of the companies whose revenue growth is faster than a quarter earlier.

Margins improving
68.8% +6.3 pp

Share of the companies whose operating margin is up over 3 years.

Expected growth (HoM est.)
6.5% +0.6 pp

Median expected earnings growth in Hand of the Market's own model (HoM est.) (revenue-growth based).

Quality breadth
75.0%

Share of the companies with a return on invested capital of at least 10%.

High quality — top 20%
Short interest (median)
3.1% −0.2 pp

Median shares sold short as % of shares outstanding (FINRA).

Companies

Ticker
Company
Quality checks
Revenue growth YoY
Op. margin change 3y
ROIC
Insiders buying (90d)
Insider $ bought (90d)
CCKCROWN HOLDINGS, INC.6/616.5%+2.9 pp14.6%——
CRCrane Co6/625.6%+16.8 pp12.1%——
MWAMueller Water Products, Inc.6/64.1%+10.7 pp20.9%——
PHParker-Hannifin Corp6/69.8%+5.7 pp17.3%——
WTSWATTS WATER TECHNOLOGIES INC6/618.6%+2.4 pp19.8%——
AZZAZZ INC5/616.7%+2.6 pp11.3%——
GFFGRIFFON CORP5/67.0%+28.2 pp21.3%——
MASMASCO CORP /DE/5/6-2.9%+2.3 pp43.5%——
SSDSimpson Manufacturing Co., Inc.5/66.3%−0.9 pp19.1%——
PRLBProto Labs Inc4/410.6%+27.5 pp———
SNASnap-on Inc4/54.2%−0.0 pp18.7%——
XPELXPEL, Inc.4/614.7%−4.3 pp17.8%——
ACAArcosa, Inc.3/61.7%−5.4 pp7.0%——
BALLBALL Corp3/319.7%————
MTRNMATERION Corp3/642.2%−2.3 pp8.2%——
SLGNSILGAN HOLDINGS INC3/36.8%————
SWKSTANLEY BLACK & DECKER, INC.3/60.4%+3.1 pp4.7%——
VMIVALMONT INDUSTRIES INC3/46.5%—22.7%——
CXTCrane NXT, Co.2/522.0%+6.7 pp8.1%——
GEFGREIF, INC—3.5%————

Source: SEC EDGAR (Forms 4, 10-Q, 10-K, 13F, N-PORT) and FINRA short interest. Aggregated by Hand of the Market from each company's filings and the latest fund filings; fund signals are as of the funds' latest reports, so they lag by up to a quarter.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.