Hand of the Market Industries
Insider buying breadth
16.7% −16.7 pp

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

Insiders buying broadly — top 20%
Insider buying ($, 90d)
$1.82M

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

Insider selling ($, 90d)
$16.34M

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

Insider net buying (90d)
-$14.52M

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

Conviction-fund buys
2

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

Active managers adding
37.5%

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

Active funds adding
54.2%

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

Growth accelerating
29.2% −36.0 pp

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

Margins improving
31.8% −4.5 pp

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

Expected growth (HoM est.)
1.5% −1.4 pp

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

Quality breadth
25.0%

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

Short interest (median)
5.1% −0.3 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)
TSNTYSON FOODS, INC.4/6-0.1%+0.7 pp3.6%1$1M
FRPTFreshpet, Inc.3/415.4%+16.5 pp—1$64.92K
DARDARLING INGREDIENTS INC.2/516.4%−1.5 pp8.6%1$60.97K
BGBunge Global SA1/388.3%——1$689.05K
MZTIMARZETTI CO6/6-2.2%+4.6 pp15.4%——
PPCPILGRIMS PRIDE CORP6/6-2.8%+2.7 pp10.3%——
HSYHERSHEY CO5/66.6%−4.7 pp17.9%——
INGRIngredion Inc4/60.9%+1.2 pp11.8%——
JBSSSANFILIPPO JOHN B & SON INC4/64.2%−1.4 pp15.5%——
JJSFJ&J SNACK FOODS CORP4/6-6.2%−1.9 pp5.6%——
POSTPost Holdings, Inc.4/6-1.8%+0.9 pp5.7%——
SJMJ M SMUCKER Co4/65.0%+5.7 pp3.6%——
CPBCAMPBELL'S Co3/6-7.9%−5.3 pp6.2%——
FLOFLOWERS FOODS INC3/6-4.0%−3.3 pp3.4%——
HRLHORMEL FOODS CORP /DE/3/6-2.4%−4.9 pp3.8%——
LWLamb Weston Holdings, Inc.3/60.7%−10.0 pp6.7%——
MDLZMondelez International, Inc.3/64.1%−1.8 pp7.4%——
ADMArcher-Daniels-Midland Co2/37.2%————
MKCMCCORMICK & CO INC2/617.4%−0.7 pp6.4%——
SMPLSimply Good Foods Co2/4-6.3%−33.2 pp-11.1%——
TRTOOTSIE ROLL INDUSTRIES INC2/3-0.6%−0.6 pp———
CAGCONAGRA BRANDS INC.1/4-1.4%−27.7 pp-9.8%——
GISGENERAL MILLS INC1/5-2.8%−17.3 pp-0.8%——
KHCKraft Heinz Co1/4-1.4%−29.7 pp-4.8%——

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.